SB Financial Services Relationship Manager jobs in Oxnard, 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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Financial Analyst
  • ICI Services
  • Port Hueneme, CA FULL_TIME
  • ICI Services is looking for an analytical, detail-oriented individual to join our team in support of the Naval Surface Weapons Center (NSWC) Port Hueneme, CA. We are a small defense contractor providing Engineering, Logistics, Program Services, and Technical Services to government clients in 14 states and the District of Columbia. We need a Financial Analyst ready to join a fast-paced and exciting work environment.

    Security Clearance:

    • Applicant must hold or be able to attain a Department of Defense (DoD) SECRET personnel security clearance.

    Position/Job Description:

    General Tasking Description:

    • Prepare and track funding execution including ensuring commitment, obligation, and expenditures are correctly posted.
    • Respond to internal and external data calls and prepare financial execution information and documents as assigned.
    • Reconcile accounts to ensure proper accounting of fund usage.
    • Interface with stakeholders to gather, assess, analyze, and verify available funding to prepare, input, and track Task Planning Sheets (TPSs).
    • Provide detailed cost analysis studies such as cost benefit analysis, historical program financial and appropriation financial analyses, and review of program financial and execution efforts.
    • Participate and prepare financial briefs including financial status reports, case summary reports, and presentation slides for analysis for Financial Management Reviews (FMR), Program Management Reviews (PMR), and Quarterly Program Reviews (QPR)

    Experience Requirements:

    • Minimum of 3 years’ experience related experience, preferably within a DoN Program
    • Proficient knowledge of Microsoft Office Suite.
    • Proficiency in the use of Navy ERP a significant plus

    Educational & Certification Requirements:

    •        Bachelors degree in Business, Finance or Accounting is desired. Additional relevant experience may be substituted for a degree.

    ·        EOE/M/F/ Disability/Vet/

    VEVRAA Federal Contractor

     

  • 1 Month Ago

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Financial Analyst
  • GTRC Services, Inc.
  • Westlake, CA FULL_TIME
  • Responsibilities will include, but will not be limited to the following: Create financial models using learned methodologies to analyze business performance versus budget, forecast, or prior year and ...
  • 4 Days Ago

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Wealth Relationship Manager - Westlake
  • Citi
  • WESTLAKE VILLAGE, CA OTHER
  • The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvem...
  • 8 Days Ago

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Ag Relationship Manager
  • Mission Bank
  • Remote in Ventura, CA FULL_TIME
  • Job Description: Makes and services all types of business and individual loans and lines of credit, both secured and unsecured. Calls on potential or existing customers to develop new business and inc...
  • 1 Month Ago

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Financial Services Representative
  • American Legacy Solutions
  • Camarillo, CA FULL_TIME
  • We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities...
  • 13 Days Ago

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Financial Services Representative
  • American Legacy Solutions
  • Thousand Oaks, CA FULL_TIME
  • We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities...
  • 13 Days Ago

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

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Camarillo, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 4/19/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Camarillo, 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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Principal, Financial Analyst
  • AeroVironment
  • Simi Valley, CA
  • Worker Type Regular Job Description Summary The Principal Analyst is responsible for the development and maintenance of ...
  • 4/19/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Camarillo, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/16/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Camarillo, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/16/2024 12:00:00 AM

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Bilingual Associate Personal Banker - Centerpoint Mall Branch
  • WELLS FARGO BANK
  • Oxnard, 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...
  • 4/15/2024 12:00:00 AM

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Health Care Agency Payroll and Accounts Payable Manager
  • Ventura County
  • Ventura, CA
  • Health Care Agency Payroll and Accounts Payable Manager Print (https://www.governmentjobs.com/careers/ventura/jobs/newpr...
  • 4/15/2024 12:00:00 AM

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

Oxnard (/ˈɒksnɑːrd/) is a city in Ventura County, California, United States. Located along the coast of Southern California, it is the most populous city in Ventura County and the 19th most populous city in California. Incorporated in 1903, the city lies approximately 60 miles (97 km) west of downtown Los Angeles and is part of the larger Greater Los Angeles area. It is located at the western edge of the fertile Oxnard Plain, sitting adjacent to an agricultural center of strawberries and lima beans. Oxnard is also a major transportation hub in Southern California, with Amtrak, Union Pacific, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,993 to $97,296
Oxnard, California area prices
were up 2.5% from a year ago

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