SB Financial Services Relationship Manager jobs in Santa Barbara, 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 Operations Assoc. Purchasing Processor
  • PlanMember Financial Corporation
  • Carpinteria, CA FULL_TIME
  • Department

    Operations

    Classification

    Non-Exempt, Eligible for Pre-Approved Overtime

    Location

    Carpinteria Headquarters

    Position Type

    Full Time

    Description

    Be a part of the PlanMember Team!

    If you have two plus years of experinece within Financial Services and would like to experience working in our “Back Office”, PlanMember Financial Corporation has an opportunity! With the beach just steps away from our corporate office, we have an open position with our Purchasing Team.

    Position Information: This is a full time non-exempt position located at our Carpinteria Headquarters.

    Salary Range: Starting salary is typically between $52,000 and $63,000 annually, however, it is ultimately determined by the scope of the position the candidate’s relevant experience, and internal equity. In addition to salary, benefits include, PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much more.

    Responsibilities

    As a Purchase Team Processor, you will be responsible for performing various financial and administrative tasks to support the operations of a financial institution or department. You will work closely with team members, clients, and other stakeholders to ensure accuracy, compliance, and efficiency in operational processes.

    This position is considered an essential role day 1, meaning employees in this role must be able to perform their responsibilities without a lapse of time should a business continuity situation arise e.g., COVID-19 Pandemic.

    The Purchase Team Processor plays a crucial role in the financial services industry, working within a team to ensure the smooth and efficient functioning of various financial operations. As the ideal candidate, you should possess a strong attention to detail, a commitment to accuracy, and the ability to work effectively within a team.

    Purchasing Department Specific Responsibilities
    • Review transfer and rollover forms for completeness
    • Review transfer requests to ensure compliance with plan portability and regulatory rules
    • Prepare Letter of Acceptance and send to contra firms
    • Track the status of incoming transfers and ensure system follow-up notes are clear and accurate
    • Follow up on the miscellaneous requests from contra firms requesting additional information
    • Work closely with the call center to ensure rep’s understanding of transfer requirements
    • TPA Follow-up calls
    • Maintain Company Information list as new and updated information arises.
    • Track, enter and manage Cost Basis information for in kind transfers
    • Process daily investments into client accounts
    • Request employer ACH debits and wires
    • Process ACHs and wires
    • Log and audit daily holds and returns
    • Responsible for reviewing, responding, and completing research requests and service requests
    • Update Standard Operating Procedures for manager review
    • Adhere to all timing standards, policies and procedures
    • Work on special projects as assigned by the Manager
    Physical Requirements:
    • This role typically requires sitting at a desk and working on a computer for extended periods.
    • Minor lifting and carrying of items may be required.

    Service Principles – BeEPIIC Framework:

    • Belonging – Foster a unified front, bridging diverse talents and perspectives towards our shared goals. Our unity reflects our commitment to collaborate, respect, and support each other in pursuit of collective success.
    • Empowerment – fostering a supportive environment where employees are encouraged to take ownership, make decisions, and drive positive change for the company and its customers.
    • Pride – Cherish our work, team, and organization. Our pursuit of excellence and respect for our mission, colleagues, customers, and community fuels our collective success and sense of pride.
    • Integrity – Trust, Credibility, Dependability. Our members and partners trusted us with their financial wellbeing, something we’ll continually earn through integrity in everything we do.
    • Innovation – Embracing change and seeking out creative forward-thinking approaches to better serve our customers and stay ahead of the competition.
    • Customer Centricity – Putting the customer at the heart of each decision and striving to exceed their expectations at every touchpoint.

    Essential Job Function:

    This is an Essential Job Function “Essential Staff” position for the purpose of our Business Continuity Plan “BCP”. This distinction means you are expected to be fully prepared to perform essential functions of your job remotely as deemed applicable and necessary by your manager and the Company.

    Qualifications

    Critical Competencies: (Quality Focus, Compliance)

    • Perform all work with excellence and adhere to high standards for quality and integrity.
    • Learn from past errors and pay close attention to work to avoid repeating mistakes.
    • Pay attention to small details that others may overlook and maintain a focus on precision.
    • Ensure all work and behavior aligns with relevant rules, regulations, policies, best practices and meets the company’s standards of conduct.
    • Strive to follow best practices for high quality work.
    • Stay informed about current regulations and potential future developments by closely monitoring information sources.
    • Demonstrate a strong sense of discipline and responsibility for recordkeeping and meticulous compliance documentation.
    • Maintain a positive and professional attitude.

    Important Competencies: (Communicating, Information Seeking)

    • Communicate concisely, directly, and unambiguously in written and oral formats, considering the receiver’s perspective to ensure clear understanding of the message’s specifics and purpose.
    • Display a natural curiosity and desire to know more about people, processes and systems.

    Supporting Competencies: (Time Management, Active Listening)

    • Prioritize completing work tasks in a timely manner while remaining responsive to competing demands and shifting priorities.
    • Show genuine interest in actively listening and understanding the content and meaning of others’ messages.
    • Possess intermediate user knowledge of Microsoft 365 Suite focusing on Excel, Word and Outlook.
    • Ability to work overtime with less than 24-hour notice.

    Education

    • High School Diploma required,
    • Bachelor’s degree in Finance, Accounting, Business Adminitration, or related field (or equivalent work experience) a major plus.
    • Previous experience of two plus years in financial services or operations role.
    • FINRA Series SIE, 99 required or ability to obtain within 12 months of hire

    Please take a look at current job openings
    You may send a cover letter and resume to
    jobs@planmember.com
    or fax to
    (800) 938-0220
    attention:
    Human Resources

  • 1 Month Ago

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Senior Relationship Manager
  • PayJunction
  • Santa Barbara, CA FULL_TIME
  • We are seeking a Relationship Manager to manage PayJunction’s pipeline of ISV and Referral partnerships with day-to-day support and growth trajectory to deliver the best full-service partnership exper...
  • 9 Days Ago

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Relationship Manager - Santa Barbara, CA
  • Inclusively
  • Santa Barbara, CA FULL_TIME
  • Inclusively is partnering with a Multinational Financial Services Company to hire a Relationship Manager - Santa Barbara, CA.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects cand...
  • 21 Days Ago

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Business Relationship Manager I - Officer
  • JPMC Candidate Experience page
  • Santa Barbara, CA FULL_TIME
  • Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. If you are customer focused, enjoy building relationships and pro...
  • 1 Month Ago

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Insulation Installers
  • Insulate SB
  • Santa Barbara, CA FULL_TIME
  • Insulate SB, Inc. is an Equal Employment Opportunity Employer. Employment decisions are made without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, pr...
  • 15 Days Ago

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Financial Services Professional – Hybrid Remote
  • Bankers Life
  • Santa Barbara, CA FULL_TIME
  • Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping...
  • 2 Days Ago

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

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Financial Representative
  • Modern Woodmen of America
  • Santa Barbara, CA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Carpinteria, CA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Carpinteria, 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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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Carpinteria, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Carpinteria, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Education Advisor
  • Ladgov Corporation
  • Los Olivos, CA
  • Job Title: Education Advisor Location: Vandenberg SFB, CA Duties: Advises active-duty personnel on all programs availabl...
  • 3/27/2024 12:00:00 AM

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Director of Finance
  • Kimpton Hotel
  • Santa Barbara, CA
  • Why We're HereWe believe heartfelt, human connections make people's lives better. Especially the people who work here. O...
  • 3/25/2024 12:00:00 AM

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Education Advisor
  • Ladgov Corporation
  • Santa Barbara, CA
  • Job Title: Education Advisor Location: Vandenberg SFB, CA Duties: Advises active-duty personnel on all programs availabl...
  • 3/24/2024 12:00:00 AM

Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,149 to $97,508
Santa Barbara, California area prices
were up 2.5% from a year ago

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