SB Financial Services Relationship Manager jobs in Oceanside, 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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Human Resource Client Services Manager
  • Flores Financial Services Inc
  • Santee, CA FULL_TIME
  • Title: Human Resources Client Services Manager

    Reports to: Director of HR Client Services

    Status: Exempt

    Pay Range:( $64,480-$90,000 salaried)

    Benefits: Medical, Dental, Vision, SIMPLE IRA (3% employer match) Flexible schedules, remote opportunities, MGR Bonus Program)

    Summary Description

    The Human Resources Manager (HRM) plans, directs, and coordinates the administrative functions of an organization. The HRM is also responsible for overseeing department day-to-day functions and managing employees to ensure outstanding service is given to clients. The HRM also provides consultation to clients and managing a variety of HR related areas to ensure compliance. They help contribute to the development of the HR department's goals, objectives, and systems. Identifying issues, suggesting potential solutions and ensuring the procedures are carried out and comply with employment law and regulations are held in high regard by the Human Resources Client Services Manager.

    Essential Job Functions

    • Responsible for overseeing data entry into HRIS, compensation, benefits administration and record keeping
    • Developing and updating employee handbooks, Injury and Illness Prevention Plans, safety handbooks, managers' handbooks and all HR forms for new clients
    • Assists in development and implementation of personnel policies and procedures
    • Assists in evaluation of reports, decisions, and results of department in relation to established goals. Recommends new approaches, policies, and procedures to effect continual improvements in efficiency of department and services performed
    • Assisting clients with employee issues - offering advice and explaining the law
    • Answering employee questions, resolving employee problems and complaints
    • Responsible for overseeing workers' compensation claims and working with claims adjusters, employees and clients
    • Oversee assigned HR employees to ensure accuracy, timeliness and development of work
    • Trains HR employees on new duties, assigns tasks and projects as necessary
    • Publicize job openings and screen applications. Partake in interview and selection process
    • Participate in webinars/seminars to maintain knowledge of HR practices
    • Conduct trainings such as manager training, harassment training and new hire orientations, etc.
    • Assist with the onboarding/offboarding of HR clients.
    • Working knowledge of payroll platform and the integration of it with the HRIS
    • Maintain confidentiality of clients
    • Perform other duties as assigned

    Knowledge, Skills and Abilities

    • Possesses comprehensive knowledge of both Federal and State labor laws
    • Effective oral and written communication skills. Bilingual abilities are valued
    • Strong knowledge of various employment laws and practices.
    • Experience in administration of benefits and other HRIS programs.
    • Excellent interpersonal and organizational skills.
    • Must be able to identify and resolve problems in a timely manner.
    • Must be able to gather and analyze information skillfully.
    • Proficiency with basic Microsoft Office applications and HRIS
    • Ability to follow pre-established guidelines to perform a variety of functions
    • Ability to follow professional appearance and dress code guidelines
    • Ability to communicate effectively and professionally with clients and others
    • Professional in Human Resources (PHR) required
    • Professional in Human Resources in CA (PHR - CA) preferred
    • Associates or Bachelors degree in related area required
    • Minimum of three years experience valued
    • Ability to work independently

    IMPORTANT DISCLAIMER NOTICE


    The job duties, elements, responsibilities, skills, functions, experience, education factors, and the requirements and conditions listed in this job description are representative only and are not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

  • 15 Days Ago

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Accounting Manager
  • Flores Financial Services Inc
  • Santee, CA FULL_TIME
  • Title: Accounting Manager Reports to: Director of Accounting Status: Exempt Pay Range: ($64,480-$90,000 salary) Benefits: Medical, Dental, Vision, SIMPLE IRA (3% employer match) Flexible schedules, re...
  • 15 Days Ago

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Senior Relationship Manager/ Retirement Plan Services Fiduciary Officer
  • First American
  • San Diego, CA FULL_TIME
  • Who We AreJoin a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, an...
  • 1 Month Ago

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Client Services Representative
  • triumph financial
  • San Diego, CA FULL_TIME
  • Position Summary:The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibili...
  • 7 Days Ago

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Sr Relationship Manager
  • Pacific Premier Bank
  • San Diego, CA FULL_TIME
  • DescriptionThe Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships. The incumbent in this position will provide expert l...
  • 13 Days Ago

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Commercial Relationship Manager IV
  • Fifth Third Bank
  • San Diego, CA FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Responsible for ...
  • 13 Days Ago

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

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • San Marcos, CA
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/19/2024 12:00:00 AM

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Manager, Patient Financial Services - Hospital Onsite
  • Guidehouse
  • San Marcos, CA
  • What You Will Do: The Patient Financial Service Manager – Hospital Onsite is responsible for supervising the PFS staff i...
  • 4/18/2024 12:00:00 AM

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Branch Manager - Bilingual Preferred (English/Spanish)
  • SiteOne Landscape Supply, Inc.
  • Vista, CA
  • Company Overview SiteOne associates are customer obsessed, always safe, continuously improving, and having fun! Whether ...
  • 4/18/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Carlsbad, CA
  • A New Career as a Financial Advisor Financial Advisors at Northwestern Mutual San Diego- Carlsbad help their clients liv...
  • 4/17/2024 12:00:00 AM

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Servicing Advisor
  • Comprehensive Advisor
  • Carlsbad, CA
  • Job Description Job Description Our well-established and growing Financial Services Firm is seeking to add a Servicing A...
  • 4/17/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • San Marcos, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 4/17/2024 12:00:00 AM

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Internal Revenue Agent- Senior Revenue Agent (Examiner), 12-month Roster
  • Department Of The Treasury
  • San Marcos, CA
  • 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

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Transfer Pricing Analyst
  • Abbott Laboratories
  • Solana Beach, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/5/2024 12:00:00 AM

Oceanside is a coastal city located on California's South Coast. It is the third-largest city in San Diego County, California. The city had a population of 167,086 at the 2010 census. Together with Carlsbad and Vista, it forms a tri-city area. Oceanside is located just south of Marine Corps Base Camp Pendleton. Oceanside is at 33°12′42″N 117°19′33″W / 33.21167°N 117.32583°W / 33.21167; -117.32583 (33.211566, -117.325701). According to the United States Census Bureau, the city has a total area of 42.2 square miles (109 km2), of which 41.2 square miles (107 km2) is land and 0.9 square miles ...
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
Oceanside, California area prices
were up 2.6% 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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This data is intended to be an estimate, not prescriptive financial or tax advice.
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