SB Financial Services Relationship Manager jobs in Long Beach, 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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Assistant Manager - CA
  • PH Financial Services, LLC
  • Carson, CA FULL_TIME
  • As an Assistant Manager, you would have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an active role in meeting all performance goals and metrics for the branch as defined by upper management. To do so, this position requires excellent customer service skills (both over the phone and in person), attention to details and a passion for sales. This position is responsible to help develop, assist, and participate in all marketing and collection efforts. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices.

    After training, you will be expected to recommend and sell our financial products and other services to customers. You should have excellent communication skills to build strong relationships with not only our current customers, but also our potential ones. You will also help aid in executing marketing efforts within the local community to help generate sales and customer growth.

    While growth is always important, so is collecting and lending in a responsible way. You'll be required to adhere to the Company's policies, procedures and all applicable federal and state regulations. You'll need to have the capabilities to maintain accurate cash controls and ensure company security procedures are executed. You must enter customer and transaction information accurately into the point of sales system and create and maintain accurate customer files with all required documentation. Perform and document collection calls and any other approved collection activities.

    This position requires standing for long periods of time, lifting and carrying up to 20 lbs. Work may be performed indoors or outdoors as needed. Ability to operate a computer and point of sale system, calculator, copy machine and utilize employers filing system. You will also be responsible for maintaining a clean and welcoming customer environment, to include vacuuming, dusting, cleaning bathrooms and windows with provided cleaning supplies.

    Qualifications

    High School diploma or equivalent

    Previous experience in banking/financial industry, food and hospitality, or sales preferred

    Eager to learn

    Incentives

    At PH Financial Services we enjoy providing a growing number of incentives to our staff each year. We also vow to keep your Health, Safety and Family as our top priority as we are fiercely committed to our employees. Below are just some of our incentives, initiatives and programs which give rewards to our employees for their efforts!

    Employee Recognition Programs:

    Every month we recognize top performers across the company and call them out with special recognition and rewards in key areas of performance!

    • Top Sales Rewards
    • Top Growth Rewards
    • Top Compliance & Audit Rewards
    • Top Praise and Review Rewards
    • Bravo Awards for Above & Beyond Service
    • Top Collections Rewards
    • Free Lunch Rewards

    Monthly Bonus Programs:

    All Full-time employees, at our stores have the ability to earn a monthly bonus!

    Paid Time Off (PTO):

    • 5 PTO days your first year of employment, you can start using accrued hours after 90 days
    • PTO day for your Birthday
    • 7 Paid Holidays per year
      • **This is 13 days off your first year!
    • 18 PTO days after 5 years of service!

    Optional Benefits with a Company Contribution

    • Medical, Employer & Employee Paid
    • Dental, Employer & Employee Paid
    • Vision, Employer & Employee Paid
    • Long Term Disability Employer Paid
    • Life / AD&D Insurance Employer Paid up to $15K

    Optional Employee Paid Benefit Offers

    • Additional Voluntary Life Insurance Employee Paid up to 100K in additional employee coverage
    • Additional LT Disability Insurance Employee Paid
    • Flexible Spending Account Employee Paid
    • Short Term Disability, Hospital, Accident, & Critical Illness Plans offered by Aflac 100% Employee covered

    Employee may also look forward to also receiving the following:

    • Performance Based Annual Reviews and Merit Increase eligibility
    • Company sponsored events (Shrimp boils, Sporting events, Holiday gatherings)
    • Mileage reimbursements for work travel.
    • Access Perks- exclusive membership to daily discounts (travel, restaurants etc.)

    APPLY NOW to start your journey with PH!

  • 9 Days Ago

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Assistant Manager - CA
  • PH Financial Services, LLC
  • Lakewood, CA FULL_TIME
  • As an Assistant Manager, you would have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an active role in me...
  • 11 Days Ago

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Assistant Manager - CA
  • PH Financial Services, LLC
  • Bellflower, CA FULL_TIME
  • As an Assistant Manager, you would have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an active role in me...
  • 7 Days Ago

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Member Services Rep II
  • LA Financial Credit Union
  • Norwalk, CA FULL_TIME
  • Member Service Representative II (MSR II) Reports To: Branch Manager Directly Supervises: None Exemption Status: Non-Exempt Location Status: On-Site Salary Grade: 6 Why should you work at LA Financial...
  • 15 Days Ago

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Member Services Representative I
  • LA Financial Credit Union
  • Norwalk, CA FULL_TIME
  • Member Service Representative I (MSR I) Reports To: Branch Manager Directly Supervises: None Exemption Status: Non-Exempt Location: Norwalk, CA Position Status: Onsite Why should you work at LA Financ...
  • 22 Days Ago

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Relationship Manager - Torrance, CA
  • Inclusively
  • Torrance, CA FULL_TIME
  • Inclusively is partnering with a Multinational Financial Services Company to hire a job title.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates with disabilities, who m...
  • 10 Days Ago

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

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Director, Pricing and Revenue Optimization
  • United Pacific
  • Long Beach, CA
  • Job Description Job Description As the Director of Retail Pricing and Revenue Optimization, you will lead United Pacific...
  • 4/18/2024 12:00:00 AM

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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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Member Services Representative II (UCLA Branch)
  • Wescom Credit Union
  • Los Angeles, CA
  • Please use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Ca...
  • 4/18/2024 12:00:00 AM

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AIRPORT NOISE COMPLIANCE OFFICER
  • City of Long Beach
  • Long Beach, CA
  • AIRPORT NOISE COMPLIANCE OFFICER Print (https://www.governmentjobs.com/careers/longbeach/jobs/newprint/4360623) Apply ? ...
  • 4/18/2024 12:00:00 AM

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Treasury Manager
  • Advantex Professional Services
  • Long Beach, CA
  • Job Overview: Our client a profitable company with operations in 15 plus countries is looking to hire a Treasury Manager...
  • 4/16/2024 12:00:00 AM

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Financial Eligibility Worker
  • Northeast Community Clinic
  • Long Beach, CA
  • Job Description Job Description Position Summary The Financial Eligibility Worker will assist NECC patients that do not ...
  • 4/16/2024 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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Branch Office Administrator
  • Edward Jones
  • Long Beach, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/5/2024 12:00:00 AM

Long Beach is a city on the Pacific Coast of the United States, within the Los Angeles metropolitan area of Southern California. As of 2010, its population was 462,257. It is the 39th most populous city in the United States and the 7th most populous in California. Long Beach is the second-largest city in the Los Angeles metropolitan area and the third largest in Southern California behind Los Angeles and San Diego. Long Beach is a charter city. The Port of Long Beach is the second busiest container port in the United States and is among the world's largest shipping ports. The city also maintai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$76,340 to $100,381
Long Beach, California area prices
were up 3.2% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
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January 26, 2020