SB Financial Services Relationship Manager jobs in Renton, WA

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
  • United Capital Financial Advisors LLC
  • Seattle, WA FULL_TIME
  • Where Talent Meets Opportunity 

    Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.  

    ABOUT THE JOB

    Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

    WORK YOU’LL DO:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce.

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.
  • 15 Days Ago

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AmeriCredit Dealer Relationship Manager
  • GM Financial
  • Seattle, WA FULL_TIME
  • Overview Why AmeriCredit? We’ve spent the past 30 years creating a culture that’s second to none in the auto finance industry. Other employers only talk about their culture – we actually live it every...
  • 1 Month Ago

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Client Relationship Manager (Entry Level)
  • Mutual of America Financial Group
  • Kirkland, WA FULL_TIME
  • Mutual of America Financial Group Job Title: Client Relationship Manager Location: Seattle, WA Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve gr...
  • Just Posted

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Client Relationship Manager / Financial Planner
  • Joslin Capital Advisors
  • Redmond, WA FULL_TIME
  • Why Joslin? When you join Joslin Capital Advisors, LLC, you join one of the top independent, fee-only wealth management firms in the Puget Sound area. We are a cohesive team that works hard to give ou...
  • 25 Days Ago

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Retail Relationship Manager - Issaquah *$1,500 Sign-on Bonus
  • First Financial Northwest Bank
  • Issaquah, WA FULL_TIME
  • Bring your expertise and enthusiasm to a company that's eager to put your talents to use. Retail Relationship ManagerOur Retail Relationship Managers are the driving force behind business development ...
  • 7 Days Ago

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Retail Relationship Manager - Edmonds *$1,500 Sign-on Bonus
  • First Financial Northwest Bank
  • Edmonds, WA FULL_TIME
  • Bring your expertise and enthusiasm to a company that's eager to put your talents to use. AVP Retail Relationship ManagerOur Retail Relationship Managers are the driving force behind business developm...
  • 14 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Renton, WA area

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Financial Planning Consultant
  • Insight Global
  • Tukwila, WA
  • We are looking for a Planning Consultant to join one of our top Financial Services clients. This person will help create...
  • 3/28/2024 12:00:00 AM

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FINANCIAL CONSULTANT
  • Manning & Napier
  • Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new rel...
  • 3/28/2024 12:00:00 AM

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Director of Finance
  • Children's Therapy Center
  • Kent, WA
  • Company Description At Children's Therapy Center, we are on a mission to maximize the potential of children with special...
  • 3/28/2024 12:00:00 AM

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Wealth Manager
  • Garde Capital, Inc.
  • Seattle, WA
  • Title/Position Available: Wealth Manager Location: Seattle, WA Description: We are seeking a wealth management service a...
  • 3/28/2024 12:00:00 AM

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Senior Financial Analyst
  • Saltchuk Marine Shared Services
  • Seattle, WA
  • ABOUT SALTCHUK MARINE SHARED SERVICES Saltchuk Marine Shared Services' (SMSS) dynamic customer-focused team provides a s...
  • 3/28/2024 12:00:00 AM

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Financial Operations Analyst
  • INSPYR Solutions
  • Seattle, WA
  • Title: Financial Operations/Business Analyst Location: Seattle, WA [on site] Duration: 6 month contract with opportunity...
  • 3/28/2024 12:00:00 AM

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Financial Services Manager
  • City of Tacoma, WA
  • Tacoma, WA
  • Salary: $115,377.60 - $162,427.20 Annually Location : Tacoma, WA Job Type: Non-Classified Job Number: P1030-24 Departmen...
  • 3/27/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Tukwila, WA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/25/2024 12:00:00 AM

Renton is a city in King County, Washington, and an inner-ring suburb of Seattle. Situated 11 miles (18 km) southeast of downtown Seattle, Renton straddles the southeast shore of Lake Washington, at the mouth of the Cedar River. After a long history as an important salmon fishing area for Native Americans, Renton was first settled by people of European descent in the 1860s, and its early economy was based on coal mining, clay production, and timber export. Today, Renton is best known as the final assembly point for the Boeing 737 family of commercial airplanes, but it is also home to a growin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,879 to $99,783
Renton, Washington area prices
were up 2.8% from a year ago

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