SB Financial Services Relationship Manager jobs in Salinas, 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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SVP- Senior Relationship Manager
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: SVP- Senior Relationship Manager Location: Carmel Valley What you'll do: Responsible for providing advice and valuable financial solutions to complex C&I clients and prospects. Key responsibilities of the role include serving as the primary point of contact/ trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also responsible for collaborating with teammates and leading/facilitating client relationships with product specialists. These individuals are well versed in our products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Reports to a C&I Market Executive or Industry Executive. What we are looking for: Manages an extensive portfolio of complex clients and prospects with annual revenues of $25 million to $250 million and helps companies save, borrow and invest for their current and future needs Acquires, deepens and maintains profitable client relationships through sales, prospecting and enhancing existing relationships Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends Collaborates with product specialists in Credit, Treasury Management and global markets in order to design and deliver financial solutions to clients and prospects. Demonstrates leadership skills and coaches/mentors peers Embraces change and adapts to changes in sales practices and broader market/industry conditions as needed. Requirements: Must have a minimum of 15 years’ experience in Commercial Banking/Lending or Investment Banking. Demonstrated ability to successfully manage an extensive portfolio of clients. Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. Professional proven sales skills and experience, including planning, execution and follow up of client meetings. Strong corporate finance, capital markets and accounting acumen. Financial modeling experience and the completion of a formal credit training is required Compensation: Salary range for new hires is generally $197,464.00 - $232,608.00 for Los Angeles, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits you’ll love: We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation About Western Alliance Bancorporation With more than $70 billion in assets, Western Alliance Bancorporation (NYSE:WAL) is one of the country’s top-performing banking companies. Through its primary subsidiary, Western Alliance Bank, Member FDIC, clients benefit from a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by industry experts who put customers first. Major accolades include being ranked as a top U.S. bank in 2023 by American Banker and Bank Director. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide. For more information, visit Western Alliance Bancorporation. For more information, visit Western Alliance Bank online. Terms & Notices Privacy Policy FDIC Insurance
  • 13 Days Ago

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Branch Manager
  • OneMain Financial
  • Salinas, CA FULL_TIME
  • Branch ManagerPut your career in motion as a branch managerAs a OneMain Branch Manager, you will create an outstanding environment-a place where people enjoy coming to work and making a positive impac...
  • 10 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • SALINAS, CA OTHER
  • Compensation Range19.00 - 22.00 Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare ma...
  • 1 Day Ago

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Underwriting Sales Manager
  • UniTrust Financial Group
  • Salinas, CA FULL_TIME
  • Underwriting Sales Manager Location: Remote (Virtual/Work From Home) Working Hours: Flexible (Self-paced) Job Overview: We are seeking a dynamic and results-oriented Underwriting Sales Manager to join...
  • 5 Days Ago

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Inside Sales Manager
  • UniTrust Financial Group
  • Salinas, CA FULL_TIME
  • Inside Sales Manager Location: Remote, Virtual (Work From Home) Work Hours: Flexible, Full Time Only About Us: We are a dynamic and client-focused financial services organization specializing in insur...
  • 11 Days Ago

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Sales and Marketing Manager
  • UniTrust Financial Group
  • Salinas, CA 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...
  • 11 Days Ago

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

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Bilingual Financial Representative
  • New York Life Insurance Company - Santa Clara General Office
  • Santa Clara, CA
  • Are you seeking a fulfilling career with a lasting influence? New York Life is actively recruiting a Bilingual Financial...
  • 3/28/2024 12:00:00 AM

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Compliance Lead, Token Listing
  • Okcoin
  • San Jose, CA
  • Who We Are OKX is revolutionising world systems through our cutting-edge digital asset exchange, Web3 portal and blockch...
  • 3/28/2024 12:00:00 AM

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Compliance Lead, Token Listing
  • OKX
  • San Jose, CA
  • Who We Are OKX is revolutionizing world systems through our cutting-edge digital asset exchange, Web3 portal and blockch...
  • 3/28/2024 12:00:00 AM

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Personal Banker Roving - Silicon Central District
  • WELLS FARGO BANK
  • San Jose, 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...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Silicon Central District
  • WELLS FARGO BANK
  • Santa Clara, 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...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Silicon Central District
  • WELLS FARGO BANK
  • Campbell, 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...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • Grassi Investment Management
  • Santa Clara, CA
  • Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking f...
  • 3/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Soquel, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 1/16/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 23.2 square miles (60 km2), 99.84% of it land and 0.16% of it water. Prior to mass agricultural and urban development, much of the city consisted of rolling hills bisected by wooded creeks and interspersed with marsh land. Today, the city is located mostly on leveled ground, with some rolling hills and wooded gulches with creeks remaining in the north-eastern Creekbridge and Williams Ranch neighborhoods, as well as the Laurel Heights section of East Salinas. The natural ecosystems accompanying the area's topography and ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$76,265 to $100,291
Salinas, California area prices
were up 2.5% from a year ago

SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020