SB Financial Services Relationship Manager jobs in Sitka, AK

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)

W
Financial Services Agent
  • Wells Fargo
  • Craig, AK FULL_TIME

  • Why Wells Fargo:

    This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health.

    We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.

    When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

    Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
    Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
    Receive direction from managers and exercise judgement within defined policies and procedures
    Develop understanding of bank products and services to connect to customers' needs
    Provide appropriate options for bank products and services to customer
    Refer customers' financial needs to other bankers and partners as needed

    This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

    Mortgage Licensing Act of 2008 and all related regulations.

    6 months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following:
    work experience, training, military experience, education

    Experience proactively engaging with customers through outreach via phone or email
    Ability to educate and connect customer to technology and share the value of mobile banking options
    Ability to help customers succeed financially by offering introductions to additional team members as appropriate
    Ability to follow policies, procedures, and regulations
    Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
    Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
    Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
    Support customers and employees in resolving or escalating concerns or complaints
    Ability to work weekends and holidays as needed or scheduled
    Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
    Wells Fargo will initiate the SAFE registration process immediately after your employment start date.

    The Nationwide Mortgage Licensing System (NMLS) website () provides the MU4R questions and registration required for employment in this position.

    Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

    The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.

    A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.

    Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

    They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

    There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.

    Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
    Applicants with Disabilities
    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
    Drug and Alcohol Policy
    Please see our Drug and Alcohol Policy to learn more.
  • 19 Days Ago

W
Financial Services Counselor
  • Wells Fargo
  • Craig, AK FULL_TIME
  • Why Wells Fargo: This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 ...
  • 19 Days Ago

G
Financial Services Representative I
  • Global Credit Union
  • Ketchikan, AK PART_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 21 Days Ago

G
Financial Services Representative I, II, Senior
  • Global Credit Union
  • Juneau, AK FULL_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 14 Days Ago

R
Insurance and Financial Services Position - State Farm Agent Team Member
  • Reuben Willis - State Farm Agent
  • Juneau, AK FULL_TIME
  • Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Reuben Willis - State Farm Agent. As a member of our agency team, you have ...
  • 22 Days Ago

P
Growth Services Program Manager
  • Pearson
  • Juneau, AK FULL_TIME
  • Our Organization Pearson is a global education company that helps people around the world to make progress in their lives through learning. With a rich heritage that combines 150 years of experience i...
  • Just Posted

Filters

Clear All

  • Filter Jobs by companies
  • More

0 SB Financial Services Relationship Manager jobs found in Sitka, AK area

G
Ultrasound Technologist (General ab/ob small parts)
  • Generis Tek Inc.
  • Sitka, AK
  • Job Description Job Description We have Permanent role for Ultrasound Technologist (General ab/ob small parts) for our c...
  • 4/19/2024 12:00:00 AM

C
Police Officer
  • City of Sitka, AK
  • Sitka, AK
  • Job Description: City and Borough of Sitka is an equal opportunity employer. Send completed application and resume to hr...
  • 4/19/2024 12:00:00 AM

S
Certified Nurse Aide 1, On Call (PCN 06N09031)
  • State of Alaska
  • Sitka, AK
  • This position is open to Alaska Residents only. Please check our residency definition to determine if you qualify. The S...
  • 4/19/2024 12:00:00 AM

G
Travel Nurse RN - Behavioral Health - $3,149 per week
  • Getmed Staffing Inc.
  • Sitka, AK
  • GetMed Staffing, Inc. is seeking a travel nurse RN Behavioral Health for a travel nursing job in Sitka, Alaska. Job Desc...
  • 4/19/2024 12:00:00 AM

E
Inpatient Care Coordinator
  • Emonics Healthcare
  • Sitka, AK
  • Job Description Job Description JOB TITLE : Inpatient Care Coordinator DURATION : 13–Week Contact with Possible Extensio...
  • 4/19/2024 12:00:00 AM

S
BH Clinician
  • Sitka Counseling
  • Sitka, AK
  • Company Description Sitka Counseling is a mental health and substance abuse service provider that aims to prevent and re...
  • 4/18/2024 12:00:00 AM

H
AK-Registered Nurse-Operating Room -
  • HexaQuEST Global - Healthcare
  • Sitka, AK
  • Job Description: AK License Required upon submission Circulator Nurse position. Must have Covid Vaccine (including 1 boo...
  • 4/18/2024 12:00:00 AM

B
Assistant General Manager General Administrative
  • Builders FirstSource
  • Sitka, AK
  • Spenard Builders Supply is Alaska's choice for building materials and home improvements. Statewide, we service the needs...
  • 4/16/2024 12:00:00 AM

The City and Borough of Sitka (Tlingit: Sheetʼká), formerly Novo-Arkhangelsk, or New Arkhangelsk under Russian rule (Russian: Ново-Архангельск or Новоaрхангельск, t Novoarkhangelsk), is a unified city-borough on Baranof Island and the south half of Chichagof Island in the Alexander Archipelago of the Pacific Ocean (part of the Alaska Panhandle), in the U.S. state of Alaska. As of the 2010 census, it had a population of 8,881. In terms of land area, it is the largest city-borough in the U.S., with a land area of 2,870.3 square miles (7,434 square kilometres) and a total area (including water ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,028 to $98,657
Sitka, Alaska area prices
were up 2.8% from a year ago

SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020