SB Financial Services Relationship Manager jobs in Simi Valley, 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 Analyst
  • ICI Services
  • Port Hueneme, CA FULL_TIME
  • ICI Services is looking for an analytical, detail-oriented individual to join our team in support of the Naval Surface Weapons Center (NSWC) Port Hueneme, CA. We are a small defense contractor providing Engineering, Logistics, Program Services, and Technical Services to government clients in 14 states and the District of Columbia. We need a Financial Analyst ready to join a fast-paced and exciting work environment.

    Security Clearance:

    • Applicant must hold or be able to attain a Department of Defense (DoD) SECRET personnel security clearance.

    Position/Job Description:

    General Tasking Description:

    • Prepare and track funding execution including ensuring commitment, obligation, and expenditures are correctly posted.
    • Respond to internal and external data calls and prepare financial execution information and documents as assigned.
    • Reconcile accounts to ensure proper accounting of fund usage.
    • Interface with stakeholders to gather, assess, analyze, and verify available funding to prepare, input, and track Task Planning Sheets (TPSs).
    • Provide detailed cost analysis studies such as cost benefit analysis, historical program financial and appropriation financial analyses, and review of program financial and execution efforts.
    • Participate and prepare financial briefs including financial status reports, case summary reports, and presentation slides for analysis for Financial Management Reviews (FMR), Program Management Reviews (PMR), and Quarterly Program Reviews (QPR)

    Experience Requirements:

    • Minimum of 3 years’ experience related experience, preferably within a DoN Program
    • Proficient knowledge of Microsoft Office Suite.
    • Proficiency in the use of Navy ERP a significant plus

    Educational & Certification Requirements:

    •        Bachelors degree in Business, Finance or Accounting is desired. Additional relevant experience may be substituted for a degree.

    ·        EOE/M/F/ Disability/Vet/

    VEVRAA Federal Contractor

     

  • 20 Days Ago

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Ag Relationship Manager
  • Mission Bank
  • Remote in Ventura, CA FULL_TIME
  • Job Description: Makes and services all types of business and individual loans and lines of credit, both secured and unsecured. Calls on potential or existing customers to develop new business and inc...
  • 10 Days Ago

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Financial Analyst
  • GTRC Services, Inc.
  • Westlake, CA FULL_TIME
  • Responsibilities will include, but will not be limited to the following: Create financial models using learned methodologies to analyze business performance versus budget, forecast, or prior year and ...
  • 1 Month Ago

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Financial Services Associate (Hybrid)
  • Prudential
  • Thousand Oaks, CA FULL_TIME
  • Job Classification:Operations - Insurance OperationsHow often do you get an opportunity to join a Fortune 500 company? Now’s your Chance! Start a career journey with Prudential Financial in our Thousa...
  • 19 Days Ago

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Financial Services Representative
  • American Legacy Solutions
  • Moorpark, CA FULL_TIME
  • We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities...
  • 3 Days Ago

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Financial Services Representative
  • American Legacy Solutions
  • Camarillo, CA FULL_TIME
  • We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities...
  • 4 Days Ago

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

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Financial Representative
  • Modern Woodmen of America
  • Simi Valley, 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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Financial Analyst
  • Colliers
  • Woodland Hills, CA
  • Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Valencia, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)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 (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Valencia, CA
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Valencia, 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) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Valencia, 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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Personal Banker Oak Park
  • WELLS FARGO BANK
  • Oak Park, 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...
  • 3/26/2024 12:00:00 AM

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Entry Level Financial Admin
  • LH Global Consulting
  • Torrance, CA
  • Job Description Job Description We are seeking an Entry Level Financial Admin! You will be responsible for the effective...
  • 3/24/2024 12:00:00 AM

Simi Valley is a city located in the very southeast corner of Ventura County, bordering the San Fernando Valley in Los Angeles County, and is a part of the Greater Los Angeles Area. The City of Simi Valley basically consists of the eponymous valley itself. City of Simi Valley borders the Santa Susana Mountains to the north, the Simi Hills to the east and south, and is adjacent to Thousand Oaks to the southwest and Moorpark to the west. Simi Valley is connected to the nearby San Fernando Valley by the Santa Susana Pass in the extreme east of Simi Valley. Simi Valley is located at 34°16'16" Nort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,216 to $98,911
Simi Valley, California area prices
were up 2.5% 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.
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020