SB Financial Services Relationship Manager jobs in Lakewood, WA
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
Kent Financial Center - Relationship Manager 1 - Onsite
- Nuvision Federal Credit Union
-
Kent, WA
FULL_TIME
-
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!
The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM I position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. This role’s primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Responsibilities:
- Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
- Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone.
- Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
- Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members.
- Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
- Identifies and reports any suspicious behavior or suspected fraud activity.
- Completes all required training and compliance modules.
- Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.
- Other related duties as assigned
- Maintains member and other sensitive information with confidentiality.
- Treats all team members and members with respect.
- Represents the Credit Union in a positive and professional manner.
- 12 months experience in a similar position having prior loan experience and reaching service and performance goals.
- Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisions system)
- Proven ability to garner business
- Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel
- Member service and organizational skills
- Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
- Willingness to make a difference
- Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
- Personable and professional
- Good verbal and written communication skills in person and over the phone
Website: nuvisionfederal.com/careers
Benefits:
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement
- Washington: $18.95 - $23.68
Covid-19 Precaution(s):
- Remote Interview Process (some positions vary)
- In-Person Interview required for Front-Line Positions
- Social Distancing and Mask Guidelines in place
- Just Posted
Financial Services Manager
- City of Tacoma
-
Tacoma, WA
OTHER
- This position is open until filled.The City of Tacoma’s Finance Department is seeking a manager to be part of the leadership team in the Accounting Services Division. The Accounting Services Division ...
- 19 Days Ago
Dealer Account Manager
- Westlake Financial Services
-
Tacoma, WA
FULL_TIME
- WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
- 1 Day Ago
Portfolio Relationship Manager
- GBC International Bank
-
Federal Way, WA
FULL_TIME
- Job Summary The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly wi...
- 5 Days Ago
Pharmacy Relationship Manager
- America's Pharmacy Group, LLC
-
Tacoma, WA
OTHER
- Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great op...
- 19 Days Ago
Business Relationship Manager
- Club Wealth
-
Sumner, WA
FULL_TIME
- In a company that is Culturally driven, we look for team members who not only have a great work ethic and drive but who exude a few key characteristics. Those characteristics are that the potential te...
- 26 Days Ago
Filters
- Current Active Filter
- Lakewood, WA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 SB Financial Services Relationship Manager jobs found in Lakewood, WA area
Financial Planning Professional
- Equitable Advisors
-
Tacoma, WA
- With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry wi...
- 4/16/2024 12:00:00 AM
Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
- Department Of The Treasury
-
Tacoma, WA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/16/2024 12:00:00 AM
Internal Revenue Agent- Senior Revenue Agent (Examiner), 12-month Roster
- Department Of The Treasury
-
Tacoma, WA
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
- 4/15/2024 12:00:00 AM
Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Tacoma, WA
- Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
- 4/14/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Tacoma, WA
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/13/2024 12:00:00 AM
Vehicle Acquisition Specialist
- Mercedes-Benz of Bellevue
-
Bellevue, WA
- Overview: Position Overview The We’ll Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to...
- 4/12/2024 12:00:00 AM
Vehicle Acquisition Specialist
- AutoNation Honda Renton
-
Renton, WA
- Overview: Position Overview The We’ll Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to...
- 4/12/2024 12:00:00 AM
Court Compliance Officer
- City of Lakewood, WA
-
Lakewood, WA
- Salary: $5,991.00 - $7,486.00 Monthly Location : Lakewood, WA Job Type: Regular Full-Time Job Number: 2024 - CCO Positio...
- 4/12/2024 12:00:00 AM
About Lakewood, Washington
Lakewood is a city in Pierce County, Washington, United States. The population was 58,163 at the 2010 census.
Lakewood is located at 47°10′N 122°32′W / 47.167°N 122.533°W / 47.167; -122.533 (47.164, -122.526).
According to the United States Census Bureau, the city has a total area of 18.95 square miles (49.08 km2), of which, 17.17 square miles (44.47 km2) is land and 1.78 square miles (4.61 km2) is water.
There are several lakes within the city limits; the largest in area are American Lake, Lake Steilacoom, Gravelly Lake, Lake Louise, and Waughop Lake. A number of small creeks flow through ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,200 to $97,568
Lakewood, Washington area prices
were up 2.8% from a year ago
were up 2.8% from a year ago
What does an SB Financial Services Relationship Manager do?
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
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