SB Financial Services Relationship Manager jobs in San Bernardino, 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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Financial Services Specialist
  • Loma Linda University Health
  • San Bernardino, CA FULL_TIME
  • Job Summary: The Financial Services Specialist coordinates the accurate and complete registration for patients of all reimbursement types. Is responsible for verifying eligibility and benefits for both physician and hospital based services, entering patient demographics, and confirming billing information. Initiates and procures authorization for all ordered services, and documents incoming authorizations and other correspondence. Performs other duties as needed

    Education and Experience: High School Diploma or GED required. Minimum two years of experience in authorization, registration or insurance verification; either with a medical group or hospital setting required.

    Knowledge and Skills: Knowledge of health insurance networks (i.e. HMO, PPO, Medical, Medi-Cal, CCS), exceptional communication, interpersonal skills and efficiency. Demonstrated knowledge in demographics, authorization, or registration. Able to read; write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction.: Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.

    Licensures and Certifications: Coding certification preferred.




    Our mission is to continue the teaching and healing ministry of Jesus Christ. Our core values are compassion, excellence, humility, integrity, justice, teamwork and wholeness.
    Loma Linda University and Health System is an equal opportunity employer committed to the principles of diversity. We provide equal opportunities in all aspects of the employment process to every individual, regardless of gender, race, color, age, national origin, ancestry, physical or mental disability, marital or veteran status, genetic information or any other characteristic protected by law. In addition, we will provide reasonable accommodations for otherwise qualified individuals requesting an accommodation due to a disability. If you need accommodation assistance with accessing our job listings or completing an application, or during any other phase of employment with us, please contact Human Resources Talent Acquisition at 909-651-4001 or 909-558-4006 (TTY).

     

  • 25 Days Ago

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Financial Services Specialist
  • Loma Linda University Health
  • Loma Linda, CA FULL_TIME
  • Job Summary: The Financial Services Specialist coordinates the accurate and complete registration for patients of all reimbursement types. Is responsible for verifying eligibility and benefits for bot...
  • 1 Month Ago

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Business Banking Relationship Manager/Senior Relationship Manager – Indian Wells, CA
  • Bank of America
  • Indian, CA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • Just Posted

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CSR - CA- Part Time
  • PH Financial Services, LLC
  • San Bernardino, CA PART_TIME
  • As a Customer Service Representative, you would have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an acti...
  • 18 Days Ago

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Customer service representative
  • Lendmark Financial Services, LLC
  • Rialto, CA FULL_TIME
  • At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
  • Just Posted

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Customer service representative
  • Lendmark Financial Services
  • San Bernardino, CA FULL_TIME
  • SUMMARY The role of Sr. Loan Consultant (CA) is to support the Branch Manager by overseeing the efficient operation of the branch and ensuring all operational functions are completely and properly per...
  • Just Posted

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

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Vehicle Acquisition Specialist
  • AutoNation We'll Buy Your Car
  • Riverside, CA
  • Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/28/2024 12:00:00 AM

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Director, Financial Planning & Analysis
  • San Manuel Band of Mission Indians
  • Highland, CA
  • The Director, Financial Planning and Analysis (FP&A) works under the direction of the Vice President, Financial Planning...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - DIRECT HIRE (12 MONTH REGISTER) AMENDED
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Vehicle Acquisition Specialist
  • AutoNation We'll Buy Your Car
  • Riverside, CA
  • Overview: Position Overview The We’ll Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to...
  • 3/26/2024 12:00:00 AM

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Senior Compliance Analyst, Gaming Commission
  • San Manuel Band of Mission Indians
  • Highland, CA
  • The San Manuel Band of Mission Indians (SMBMI) is a self-governing nation that has established tribally managed governme...
  • 3/26/2024 12:00:00 AM

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Financial Services Manager Fast Track
  • New York Life Insurance Company
  • San Dimas, CA
  • Job Description Job Description Are you looking for a job where you can use your experience to propel your career into m...
  • 3/25/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water. The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,332 to $96,435
San Bernardino, California area prices
were up 3.0% from a year ago

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