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)
Operations
Non-Exempt, Eligible for Pre-Approved Overtime
Carpinteria Headquarters
Full Time
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.
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.
Service Principles – BeEPIIC Framework:
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.
Critical Competencies: (Quality Focus, Compliance)
Important Competencies: (Communicating, Information Seeking)
Supporting Competencies: (Time Management, Active Listening)
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
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