SB Financial Services Relationship Manager jobs in Temecula, 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)

S
Facilitator - Case Manager (SB Wrap)
  • South Coast Community Services
  • Rancho Cucamonga, CA FULL_TIME
  • Do you have a passion for making a difference in the community?

    If so, we would love to have you as part of the SCCS team!

    For more than 30 years, SCCS has provided care, counseling, coaching, and essential mental health services for children, teen, young adults, and their families. As specialists in the field of mental health, SCCS employees possess diverse professional skills equipping us as a team to treat each client’s unique needs.

    As a Facilitator (Case Manager) with our SB Wrap Program, located in Rancho Cucamonga, you will develop and facilitate Child and Family Team Meetings and guide the evolution of Individual Child and Family Plans that effectively promote a successful home placement for the referred youth by utilization of the family’s natural and community resources.

    What you will do:

    • Maintain a caseload of 8-11 referred families.
    • Develop a Child and Family Team.
    • Schedule and facilitate all required meetings.
    • Coordinate and facilitate the development of an Individualized Child and Family Plan and Safety Plan.
    • Support and understand the wraparound process and phases and interventions, utilizing a family-centered, strength-based approach; support the Team process.
    • Maintain a cooperative and effective working relationship with the Family Specialists, Parent Partners, and Therapists (fostering a Team concept).
    • Maintain continuity of care with all involved CFT members (Social Worker, outside Therapists, psychiatrists, teachers, neighbors, etc.) and community partners.
    • Be available for Crisis Intervention Response.
    • Completes Assessment, Diagnosis, and all other required paperwork in a timely fashion and within the Medi-Cal standards. Develop resources as needed.
    • Provides individual psychotherapy, group therapy, and family therapy as determined by the Child and Family Teams and reflected in the Family’s Plan in the Family’s home and/or community if approved to carry a clinical caseload by Supervisor and Director (averaging 1-3 families).

    Looking to make a difference? … Please apply!

    ($64,000 Great Benefits - Looking to Hire Immediately!)

    Education/Experience:

    • Currently working towards a Master’s degree in Social Work, Marriage and Family Therapy, or Psychology. (NO BBS # needed)
    • Experience in Human Services (preferable in Case Management).
    • Bilingual Spanish is preferred.

    Licensure, Registration, Certification:

    • PSY/LCSW/MFT preferred.
    • Valid CA driver’s license and proof of automobile insurance.
    • Completion of CPR/First Aid/ProACT certification within the first thirty (30) days of employment.
  • 16 Days Ago

S
Facilitator - Case Manager (SB Wrap)
  • SOUTH COAST COMMUNITY SERVICES
  • Rancho Cucamonga, CA OTHER
  • Job Details Level: Experienced Job Location: Rancho - Rancho Cucamonga, CA Position Type: Full Time Education Level: Graduate Degree Salary Range: $64,000.00 - $67,000.00 Salary/year Travel Percentage...
  • Just Posted

S
Bilingual Clinician (SB Wrap)
  • SOUTH COAST COMMUNITY SERVICES
  • Rancho Cucamonga, CA OTHER
  • Job Details Level: Experienced Job Location: Rancho - Rancho Cucamonga, CA Position Type: Full Time Education Level: Graduate Degree Salary Range: $64,480.00 - $72,000.00 Hourly Travel Percentage: Up ...
  • 18 Days Ago

S
Family Specialist (SB Wrap)
  • SOUTH COAST COMMUNITY SERVICES
  • Rancho Cucamonga, CA OTHER
  • Job Details Level: Experienced Job Location: Rancho - Rancho Cucamonga, CA Position Type: Full Time Education Level: 2 Year Degree Salary Range: $23.50 - $25.50 Hourly Job Shift: Day Job Category: Non...
  • Just Posted

S
Parent Partner (SB Wrap)
  • SOUTH COAST COMMUNITY SERVICES
  • Rancho Cucamonga, CA OTHER
  • Job Details Level: Experienced Job Location: Rancho - Rancho Cucamonga, CA Position Type: Full Time Education Level: High School Salary Range: $21.00 - $23.00 Hourly Travel Percentage: Up to 50% Job S...
  • Just Posted

S
Lead Parent Partner (SB Wrap)
  • SOUTH COAST COMMUNITY SERVICES
  • Rancho Cucamonga, CA OTHER
  • Job Details Level: Experienced Job Location: Rancho - Rancho Cucamonga, CA Position Type: Full Time Education Level: High School Salary Range: $25.00 - $27.00 Hourly Travel Percentage: Up to 50% Job S...
  • 12 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

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

C
Servicing Advisor
  • Comprehensive Advisor
  • Carlsbad, CA
  • Job Description Job Description Our well-established and growing Financial Services Firm is seeking to add a Servicing A...
  • 3/28/2024 12:00:00 AM

A
Vehicle Acquisition Specialist
  • AutoNation We'll Buy Your Car
  • Riverside, CA
  • Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
  • 3/28/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • San Marcos, 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

D
Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • San Marcos, 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

D
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • San Marcos, 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

D
Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • San Marcos, 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

N
Financial Advisor
  • Northwestern Mutual
  • Carlsbad, CA
  • A New Career as a Financial Advisor Financial Advisors at Northwestern Mutual San Diego- Carlsbad help their clients liv...
  • 3/25/2024 12:00:00 AM

P
Personal Banker
  • PNC Financial Services Group, Inc.
  • Temecula, CA
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/25/2024 12:00:00 AM

Temecula /təˈmɛkjʊlə/ is a city in southwestern Riverside County, California, United States. The city is a tourist destination, with the Temecula Valley Wine Country, Old Town Temecula, the Temecula Valley Polo Club, the Temecula Valley Balloon & Wine Festival, the Temecula Valley International Film Festival, championship golf courses, and resort accommodations for tourists which contribute to the city's economic profile. The City of Temecula, forming the southwestern anchor of the Inland Empire region, is approximately 58 miles (93 km) north of downtown San Diego and 85 miles (137 km) southea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,038 to $97,362
Temecula, California area prices
were up 3.0% 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