SB Financial Services Relationship Manager jobs in San Diego, 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 Advisor
  • UBS Financial Services INC
  • San Diego, CA FULL_TIME
  • UBS Financial Services INC has the following positions in San Diego, CA. Financial Advisor to provide comprehensive wealth management for high net-worth international investors. Understand multiple foreign currencies and transactions to provide financial advice. Travel internationally as necessary to perform duties. (ref. code(s) 000823: $125000 - $130000). Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 000823. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNP.

     

  • 27 Days Ago

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Financial Client Services - Specialist & Support
  • Pure Financial Advisors, LLC
  • San Diego, CA FULL_TIME
  • Our Client Services department values collaboration, creativity, and a positive approach to problem-solving and thinking outside the box. We are looking for candidates that have the skills and desire ...
  • 20 Days Ago

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Senior Relationship Manager/ Retirement Plan Services Fiduciary Officer
  • First American
  • San Diego, CA FULL_TIME
  • Who We AreJoin a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, an...
  • 12 Days Ago

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Relationship Manager I
  • City National Bank
  • Solana Beach, CA FULL_TIME
  • RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY?Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross sel...
  • 19 Days Ago

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AVP, Relationship Manager I
  • Axos Bank
  • HQ, CA FULL_TIME
  • Job Summary and OpportunityPlays a key role responsible for generating new deposit balances and fee income through the direct solicitation and acquisitions of new client relationships, with a primary ...
  • 21 Days Ago

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Sr Relationship Manager
  • Opportunities
  • San Diego, CA FULL_TIME
  • The Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships. The incumbent in this position will provide expert level advice...
  • Just Posted

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

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Financial Analyst (Government Contracting)
  • CFO Hub
  • San Diego, CA
  • Job Description Job Description Job Summary: CFO Hub is seeking a Senior Financial Analyst for a client in beautiful San...
  • 3/28/2024 12:00:00 AM

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Sr. Financial Analyst
  • 4Liberty, Inc
  • San Diego, CA
  • Job Description Job Description 4Liberty is a Technology Solutions and Integration Partner specializing in IT Infrastruc...
  • 3/28/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Diego, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Diego, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Sr. Financial Analyst - Financial Planning & Analysis- REMOTE
  • CAVA
  • San Diego, CA
  • Company Profile: At CAVA, we make it deliciously simple to eat well and feel good every day. We are guided by a Mediterr...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Diego, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Diego, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Diego, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents. The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,284 to $97,686
San Diego, California area prices
were up 2.6% 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.
December 20, 2019
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020