SB Financial Services Relationship Manager jobs in Rocky Mount, NC

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 Reporting & Investment Accountant
  • ncsu-sb
  • Raleigh, NC FULL_TIME
  • We are seeking a highly skilled Financial Reporting and Investment Accountant to manage accounting tasks for multiple investment entities, ensuring accuracy, compliance, and efficiency in financial reporting. The ideal candidate will possess strong analytical skills, attention to detail, and a strong understanding of investment accounting principles.As the Financial Reporting and Investment Accountant for FAI you will be responsible for the accounting for the NC State Investment Fund, (NCSIF) Inc. Long Term Pool (LTP), an investment pool with a market value of approximately $1.7 billion (as of June 30, 2023), the NC State Intermediate Term Fund (ITF), an intermediate operating cash investment pool with a market value of approximately $323,000,000 (as of June 30, 2023) as well as the NC State Foundation, Inc. Sustainable Responsible Impact Fund (SRI) with a market value of approximately $65,000,000 (as of June 30, 2023). The value of these funds is material to the University and requires careful scrutiny.A few key responsibilities will include but not limited to:Manage accounting tasks for multiple investment pools, including monthly reconciliations, fee review, and participant allocation updates, ensuring accuracy and compliance with financial reporting standards.Oversee the monthly long-term investment cash-flow process, analyzing foundation operating cash and determining investment amounts while adhering to reserve requirements. Efficiently withdraw spending budget amounts and communicate investment decisions to relevant stakeholders.Track and fulfill private equity capital calls promptly, coordinating closely with the University Cash Management department for distributions. Manage invoices for various investment funds, ensuring timely payments and accurate financial records.Attend NCSIF board meetings as required, providing guidance on complex investment issues and new accounting standards.Play a key role in the audits of various associated entities, as assigned, by preparing audit work papers, draft financial statements, and footnote disclosures in accordance with GASB and FASB, as appropriate.Execute special projects as assigned and serve as a backup for Fundriver updates and quarterly investment unitization process training, ensuring continuity and support for critical investment operations.By joining our team, you'll have the opportunity to support a portfolio that not only delivers financial returns but also provides direct financial aid, research support, faculty retention funds and collegiate operating funds which are integral to the overall success and vitality of NC State University. You Belong Here! At NC State, our goal is for all employees to reach their fullest potential at work. As you consider this opportunity, we encourage you to review our Employee Value Proposition (https://news.hr.ncsu.edu/you-belong-here/) and learn more about what makes NC State the best place to learn and work for everyone.
  • 27 Days Ago

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Undergraduate Student Services Coordinator
  • ncsu-sb
  • Raleigh, NC FULL_TIME
  • The Student Services Coordinator will coordinate all program activities and functions for the Sustainable Materials and Technology (SMT) undergraduate (80%) and Wood Products (WP) Extension (20%) prog...
  • 24 Days Ago

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Assistant Director of Undergraduate Career Services
  • ncsu-sb
  • Raleigh, NC FULL_TIME
  • Reporting to the Associate Director of Career Services, the Assistant Director of Undergraduate Career Services is responsible for executing a robust suite of activities designed to help 3,600 Poole C...
  • 27 Days Ago

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General Manager
  • ncsu-sb
  • Raleigh, NC FULL_TIME
  • The primary purpose of this position is to serve as the General Manager and is responsible for the management of a residential dining unit within NC State Dining.This posting is for a position at Univ...
  • 25 Days Ago

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Project Manager
  • ncsu-sb
  • Raleigh, NC FULL_TIME
  • The facilities support of University Housing and the Division of Academic and Student Affairs (DASA) requires a sophisticated understanding and analysis of the Department’s Division’s facilities and b...
  • 26 Days Ago

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Business Manager
  • ncsu-sb
  • Raleigh, NC FULL_TIME
  • The primary purpose of this position is to manage the day-to-day operations of the Laboratory for Analytic Sciences (LAS). This will include all aspects of NC State’s engagement with subcontractors an...
  • 27 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Rocky Mount, NC area

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Greenville, NC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/26/2024 12:00:00 AM

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Planning Analyst
  • Apex Systems
  • Zebulon, NC
  • Apex Systems is looking to hire a Data Center Planning Analyst for one of our large financial clients. This position wil...
  • 4/25/2024 12:00:00 AM

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Director of Finance And Accounting
  • KIOTI Tractor
  • Wendell, NC
  • Come join the Pack! ABOUT THE ORGANIZATION KIOTI Tractor is the U.S. subsidiary of Daedong Corporation specializing in t...
  • 4/25/2024 12:00:00 AM

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Director of Finance And Accounting
  • Kioti Tractor
  • Wendell, NC
  • Come join the Pack! ABOUT THE ORGANIZATION KIOTI Tractor is the U.S. subsidiary of Daedong Corporation specializing in t...
  • 4/25/2024 12:00:00 AM

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Seeking Experienced Financial Professionals wanting to become Wealth Advisors
  • New York Life
  • Greenville, NC
  • Job Description Job Description Are you an experienced financial professional who has the following traits? CompetitiveE...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Greenville, NC
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Greenville, NC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/24/2024 12:00:00 AM

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Financial Advisor - Wake Forest, NC
  • Thrivent
  • Wake Forest, NC
  • Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial ...
  • 4/22/2024 12:00:00 AM

Rocky Mount is a city in Edgecombe and Nash counties in the Atlantic coastal plain region of the U.S. state of North Carolina. Although it was not formally incorporated until February 28, 1907, the North Carolina community that became the city of Rocky Mount dates from the beginning of the 19th century. The first post office in the area opened in 1816. The city's population was 57,685 at the 2010 census, with an estimated population of 56,325 in 2014. Rocky Mount has received the All-America City Award from the National Civic League two times, in 1969 and 1999. Rocky Mount is the principal cit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$66,814 to $87,856
Rocky Mount, North Carolina area prices
were up 1.5% 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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