SB Financial Services Relationship Manager jobs in Palmer, AK

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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Relationship Manager 2
  • Nuvision Federal Credit Union
  • Anchorage, AK FULL_TIME
  • The Relationship Manager II (RM II) 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 II position also 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 II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).  As a RM II, they will assist with coaching/mentoring the rest of staff.   Makes observations and suggests alternative methods in profiling member accounts.  As needed, assists with some leadership functions in the absence of branch management. 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:

    • 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. 
    • Inputs, processes, and funds all consumer  and small business loan types:  Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured.  
    • Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. 
    • 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, and Certificate of Trust.
    • 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.
    • Assists with leadership functions in the absence of branch management and also with coaching teller line.  Makes observations and suggests alternative methods of profiling member accounts.
    • 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.
    • Represents the Credit Union in a positive and professional manner.
    • Maintains member and other sensitive information with confidentiality.
    • Treats all team members and members with respect.
    • Other related duties as assigned. 

    Qualifications:

    • 18 months Financial institution experience with prior loan experience and reaching service and performance goals.
    • Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning system).
    • Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel.
    • Excellent verbal and written communication skills in person and over the phone.
    • Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
    • Member service and organizational skills
    • Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
    • Willingness to make a difference
    • Coaching/Mentoring skills
    • Personable and professional 

    Education: 

    • Successful completion of all compliance related coursework
    • NMLS registered 
    • Notary

    Website: nuvisionfederal.com/careers

    Benefits:

    • Medical
    • Dental
    • Vision
    • Life Insurance
    • Flexible Spending Account
    • 401(k) Matching
    • Paid Time Off
    • Training Provided
    • Tuition Reimbursement

    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
  • 1 Month Ago

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Financial Services Representative I
  • Global Credit Union
  • Bethel, AK PART_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 12 Days Ago

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Financial Services Representative I
  • Global Credit Union
  • Anchorage, AK FULL_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 2 Months Ago

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Financial Services Representative I
  • Global Credit Union
  • Elmendorf, AK FULL_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 2 Months Ago

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Account Growth Sales Manager
  • UniTrust Financial Group
  • Anchorage, AK FULL_TIME
  • Account Growth Sales Manager Location: Remote (Virtual, Work From Home) Working Hours: Flexible (Full-Time Only) Job Description: We are seeking a highly motivated and results-driven Account Growth Sa...
  • Just Posted

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Sales and Marketing Manager
  • UniTrust Financial Group
  • Anchorage, AK FULL_TIME
  • Sales and Marketing Manager Location: Remote About InsuraTec Services Group: InsuraTec Services Group is a leading provider of financial and insurance services, dedicated to helping clients secure the...
  • 10 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Palmer, AK area

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1.0 FTE Evening Custodian (2:30p-11p)
  • Matanuska-Susitna Borough School District
  • Talkeetna, AK
  • Position Type: Classified Custodial Positions/Custodian Date Posted: 2/21/2024 Location: Su-Valley Jr./Sr. High School C...
  • 3/28/2024 12:00:00 AM

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SECURITY AGENT (TALKEETNA)
  • Pursuit Collection
  • Talkeetna, AK
  • What perks can you expect?: / Competitive perks & wages / Referral and end-of-season bonus available / Access to iconic ...
  • 3/28/2024 12:00:00 AM

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Remote Online Data Entry Work From Home - Entry Level
  • Maxion Research
  • Talkeetna, AK
  • Remote Telecommute Work From Home Job Description: We are looking for remote, telecommuting candidates from all types of...
  • 3/28/2024 12:00:00 AM

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Front Desk Agent/Reservation Specialist
  • K2 Aviation
  • Talkeetna, AK
  • Job Description Job Description A typical day as a front desk agent will always start with having a friendly attitude. Y...
  • 3/27/2024 12:00:00 AM

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Ramp Agent/Airline Support
  • K2 Aviation
  • Talkeetna, AK
  • Job Description Job Description Ramp Agent/Airline Support TALKEETNA As a Ramp Agent your primary task is to fuel airpla...
  • 3/27/2024 12:00:00 AM

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Ramp Service Agent
  • Signature Flight Support Corporation
  • Trapper Creek, AK
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 3/25/2024 12:00:00 AM

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Ramp Service Agent
  • Signature Flight Support Corporation
  • Trapper Creek, AK
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 3/25/2024 12:00:00 AM

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DISHWASHER (TALKEETNA)
  • Pursuit Collection
  • Talkeetna, AK
  • What perks can you expect?: / Competitive perks & wages / Referral and end-of-season bonus available / Access to iconic ...
  • 3/25/2024 12:00:00 AM

Palmer is located at 61°36′7″N 149°7′2″W / 61.60194°N 149.11722°W / 61.60194; -149.11722 (61.601879, −149.117351). Palmer is 42 miles (68 km) northeast of Anchorage on the Glenn Highway. It lies on the north shore of the Matanuska River, not far above tidewater, in a wide valley between the Talkeetna Mountains to the north and the Chugach Mountains to the south and east. Pioneer Peak rises over 6,000 feet (1,800 m) above the town, just a few miles south. East of Palmer is Lazy Mountain, and standing behind that is Matanuska Peak. Lazy Mountain, Matanuska Peak, and Pioneer Peak are all a pa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,525 to $99,319
Palmer, Alaska area prices
were up 2.8% from a year ago

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