SB Financial Services Relationship Manager jobs in Petaluma, 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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Administrative Assistant - Financial Services
  • Ameriprise Financial
  • Petaluma, CA PART_TIME
  • Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    Position Functions:

    90% Administrative assistance

    • Prepare correspondence for advisor signature
    • Copy and track all client and practice materials including business correspondence
    • Copy and follow-up with home office on related issues
    • Schedule client appointments and prepare agendas/ forms for appointments
    • Conduct client appointment reminder calls and check-in calls on follow up items
    • Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
    • Perform other allowable duties as assigned by the financial advisor(s) 10% Client care
    • Greet clients upon arrival and extend hospitality to clients
    • Set up and maintain client management system
    • Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
    • Document client contacts/calls
    • Track client special events and make appropriate contact per established client contact model

    Key Traits of a Successful Administrative Assistant:

    • Strong organizational and computer skills
    • Direct attention to detail and organization
    • Effective communication with clients and other advisors/staff
    • Effective and efficient time management
    • Polite and clear phone manner
    • Ability to multi-task
    • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
    • Ability to support and provide guidance for compliance within the advisor’s practice
    • Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations:
    • High school degree or higher

    Job Type: Part-time

    Pay: From $25.00 per hour

    Schedule:

    • 4 hour shift
    • Monday to Friday

    Experience:

    • Office: 2 years (Required)

    Ability to Relocate:

    • Petaluma, CA 94952: Relocate before starting work (Required)

    Work Location: In person

  • 4 Days Ago

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Relationship Manager
  • BANK OF MARIN
  • Novato, CA FULL_TIME
  • Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Relationship Manager to join our commercial banking team in Novato.The Relatio...
  • 10 Days Ago

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Relationship Manager
  • Bank of Marin
  • Novato, CA FULL_TIME
  • Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Relationship Manager to join our commercial banking team in Novato.The Relatio...
  • 10 Days Ago

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Technical Coach
  • Sport Clips - Manager - CA819
  • Petaluma, CA FULL_TIME
  • Sport Clips Haircuts is Hiring! Do What You Love. Love What You Do. JOB DESCRIPTION As an Technical Coach (Hair Stylist Educator), you play an important role in developing our Teams by ensuring every ...
  • 12 Days Ago

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Financial Manager (Cal2023-6252)
  • RealManage
  • Novato, CA FULL_TIME
  • Overview How would you like to work for a technology-based HOA management company that is growing rapidly, offers opportunities to advance your career, and has a company culture that truly supports it...
  • 1 Month Ago

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Financial Services Professional (Management Fast Track- MBA required)
  • New York Life
  • Petaluma, CA FULL_TIME
  • Financial Services Professional (Management Fast Track- MBA required) Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will inves...
  • 13 Days Ago

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

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • San Rafael, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • San Rafael, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • San Rafael, CA
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Director of Clinical Compliance and Risk Management (RN)
  • Petaluma Health Center
  • Petaluma, CA
  • The Petaluma Health Center's mission is to provide high quality health care with access for all in Southern Sonoma Count...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Petaluma, 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...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Rohnert Park, 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...
  • 3/25/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Sonoma, 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...
  • 3/25/2024 12:00:00 AM

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Deputy Director of Finance
  • City of Novato, CA
  • Novato, CA
  • Salary : $134,202.24 - $163,123.56 Annually Location : Novato, CA Job Type: Full-Time Job Number: 2024-08 Department: Ad...
  • 3/25/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$77,177 to $101,491
Petaluma, California area prices
were up 2.5% from a year ago

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