SB Financial Services Relationship Manager jobs in Sacramento, 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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Dealer Relationship Manager
  • DRIVRZ FINANCIAL LLC
  • Sacramento, CA FULL_TIME
  •  
     

    If you are looking for a friendly corporate culture, with great opportunities for success and excellent benefits, this is your chance to be part of a growing auto finance company!


    We are looking for Dealer Relationship Managers to establish and service markets in California (Orange County, San Francisco, Sacramento), New Jersey, New York City, Florida (West Palm Beach, Fort Lauderdale, Naples, Tampa), Atlanta, Texas (Houston, Dallas, Austin, San Antonio), Salt Lake City, Las Vegas, and Phoenix.


    This person will possess strong interpersonal and people skills, is self-motivated and able to work independently. You must have strong sales and marketing skills, with a professional appearance to support positive company image. Your background must include at least five years of experience in selling consumer retail/leasing and F&I products specifically in the automotive industry.


    Job Summary


    The Dealer Relations Manager (DRM) is responsible for sales activities and contract acquisitions for an assigned territory. Candidates must have extensive knowledge and experience in consumer automotive leasing.


    Sales activities and contract acquisitions will be the outgrowth of a Relationship Development focus that includes engaging dealership personnel at all levels of Management- DP, GM, SM, F&I staff. 


    Business Development activities will include but are not limited to Customer Facing issues such as Dealer Objective Setting, Performance Analysis for monthly dealer presentation/review to Dealer and DrivrzFinancial Management, Dealer Training and Support, periodic Market Analysis and competitive benchmarking, issue resolution engagement with dealer and internal personnel, training and support for Dealer Service Advisers pertaining to F&I product questions and escalated claims issues.


    Foundational expectations of the Dealer Relationship Manager (DRM) position: Engage with company peer group in issue resolution and promote a team environment, communicate regularly with all internal and dealership stakeholders, present monthly dealer performance against objective and engage in best practice sharing, develop proficiency in creative transaction structuring using DrivrzFinancial and F&I products.


    If this sounds like your ideal role, please review the full job description attached to this posting and apply now. We would love to speak with you!


    For more information about our amazing company, please visit us at www.drivrzfinancial.com. 

     

    Employment Type

    Full-time

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Relationship Specialist
  • Allworth Financial
  • Folsom, CA FULL_TIME
  • SUMMARY: In this role, you will be responsible for driving organic growth. Your primary focus will be to educate prospective clients about the value Allworth can bring to their lives and help them det...
  • 1 Month Ago

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Financial Services Administrator
  • Allworth Financial
  • Folsom, CA FULL_TIME
  • JOB OVERVIEW: The Integrations Service Administrator reports to the Integration Team lead and works closely with Partnering Advisor(s) and servicing staff to deliver the best client experience for exi...
  • Just Posted

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Client Relationship Specialist
  • Allworth Financial
  • Roseville, CA FULL_TIME
  • SUMMARY:Our Client Service Team consistently strives for service excellence. Client Service Relationship Specialists work closely with advisor partners to deliver the best client experience. Client Se...
  • 1 Month Ago

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Associate Branch Manager
  • Ameriprise Financial Services, LLC.
  • Roseville, CA FULL_TIME
  • The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling b...
  • 13 Days Ago

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Personal Lines Account Manager ~ Remote
  • Provence Financial & Insurance Services
  • Grove, CA FULL_TIME
  • Provence Financial & Insurance Services is an Acrisure Agency Partner, client focused growth-oriented Insurance Agency with. Over the last 2 years we have grown from 1 to 5 locations and from 6 to 30 ...
  • Just Posted

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

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Assurance Manager Financial Services
  • Moss Adams Llp
  • Sacramento, CA
  • Job Description - Assurance Manager Financial Services (26621)Assurance Manager Financial Services ( Job Number: 26621 )...
  • 4/24/2024 12:00:00 AM

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Vehicle Acquisition Specialist
  • Autonation
  • Roseville, CA
  • BMW of Roseville Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trai...
  • 4/24/2024 12:00:00 AM

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Project Manager - Capital Programs
  • Reyes Holdings
  • Sacramento, CA
  • Overview: Reyes Holdings is a global leader in the production and distribution of food and beverage products. Our five b...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Bankers Life
  • Sacramento, CA
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 4/24/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Sacramento, CA
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • MassMutual Northern California
  • Sacramento, CA
  • MassMutual Northern California - Locations Pleasanton | Walnut Creek | Sacramento | Roseville | Fremont | San Jose | San...
  • 4/24/2024 12:00:00 AM

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Assurance Senior Manager - Financial Services
  • Moss Adams Llp
  • Sacramento, CA
  • Job Description - Assurance Senior Manager - Financial Services (26629)Assurance Senior Manager - Financial Services ( J...
  • 4/23/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Sacramento, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/4/2024 12:00:00 AM

Sacramento (/ˌsækrəˈmɛntoʊ/ SAK-rə-MEN-toh; Spanish: [sakɾaˈmento]) is the capital city of the U.S. state of California and the seat of Sacramento County. Located at the confluence of the Sacramento River and the American River in Northern California's Sacramento Valley, Sacramento's estimated 2018 population of 501,334 makes it the sixth-largest city in California and the ninth largest capital in the United States. Sacramento is the seat of the California Assembly, the Governor of California, and Supreme Court of California, making it the state's political center and a hub for lobbying and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,614 to $98,112
Sacramento, California area prices
were up 2.5% from a year ago

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January 26, 2020