SB Financial Services Relationship Manager jobs in Wasilla, 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)

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Financial Center - Relationship Specialist 1 Float - Onsite
  • Nuvision Federal Credit Union
  • Anchorage, AK FULL_TIME
  • We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

    Sign-on bonus available for external applicants! Contact us today to learn more!

    The RS I position exists in branches having a cash operation. Under general supervision, the RS I performs a wide variety of duties relating to handling member transactions including but not limited to; receiving and disbursing funds, posting deposits and loan / VISA payments, making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings, checking, money market and certificate of deposit accounts (excluding trust and IRA accounts). The RS I is comprehensively cross-trained to provide plastic card services such as; issuing temporary cards, re-pinning existing cards, and ordering new cards. An RS I maintains records of various sale transactions such as; money orders, cash advances, and balances a daily cash drawer. RS I ensures member transactions are processed in an accurate and timely manner to make sure that Credit Union member service objectives are achieved. The RS I may also be called upon to assist with daily balancing. Cross-sells all other products and services to include Investment Services , First Mortgages, and Autoland (auto loans). The value the RS I position adds to the organization is it allows for in-person, personalized service and provides opportunities to conduct needs-based sales using referrals for other Credit Union products and services that support various production goals.

    Responsibilities:
    • Performs various RS I duties including; receiving and disbursing funds, posting deposits and loan payments, transfers, money orders, cash advances, and all types of withdrawals (cash and checks).
    • Opens savings, checking, issue temporary checks, money market, and certificate of deposit accounts, as needed.
    • Processes plastic card services such as issuing temporary cards, repining existing cards and ordering new cards.
    • Performs a wide variety of account maintenance; change of address and name change.
    • Recommends other products and services appropriately with each member transaction.
    • Required to complete compliance training and all other training offered to RS I.
    • Balances cash drawer.
    • Supports and participates in continuous improvement activities.
    • Represents the Credit Union in a positive and professional manner.
    • Other related duties as assigned.
    • Maintains member and other sensitive information with confidentiality.
    • Treats all co-workers and members with respect.
    Qualifications:
    • 1-yr related branch operations experience.
    • Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
    • Comprehensive knowledge of all deposit account products and all services.
    • Basic knowledge of all applicable Federal, State and NCUA regulations.
    • Demonstrated ability to follow written and verbal instructions.
    • Basic math skills (adding cash) to be able to compute interest on savings, loans, and certificates.
    • Demonstrated ability to operate office machines to include; copier, 10-key and PC.
    • Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
    • Knowledge of Internet / Intranet
    • Knowledge of SharePoint
    • Good verbal / written communication, problem solving, member service, and organizational skills.
    • Attention to detail.
    • Must present a professional demeanor.
    • Capable of working under pressure and with frequent interruptions.
    • Successful completion of all compliance related coursework
    • NMLS Registered
    Education: High School or Equivalent
    Website: Nuvision Careers page

    Benefits:
    • Medical
    • Dental
    • Vision
    • Life Insurance
    • Flexible Spending Account
    • 401(k) Matching
    • Paid Time Off
    • Training Provided
    • Tuition Reimbursement
    Pay scale by applicable geographic location:
    • Alaska: $16.39 - $20.49
    The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc.

    California Employee Privacy Notice:
    https://nuvisionfederal.com/disclosures/ccpa/

    Covid-19 Precaution(s):
    • Remote Interview Process (some positions vary)
    • In-Person Interview required for Front-Line Positions
    • Social Distancing and Mask Guidelines in place
  • 3 Days Ago

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Relationship Manager 2
  • Nuvision Federal Credit Union
  • Anchorage, AK FULL_TIME
  • The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactio...
  • 6 Days Ago

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Relationship Manager 2
  • Nuvision Federal Credit Union
  • Anchorage, AK FULL_TIME
  • The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactio...
  • 6 Days Ago

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Financial Services Specialist - Anchorage
  • True North Federal Credit Union
  • Anchorage, AK FULL_TIME
  • Financial Services Specialist - Full Time Location: Anchorage Salary: $17.00 - $21.03 hour True North FCU is a member-owned, full-service credit union, and our mission is to provide quality financial ...
  • 3 Days Ago

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Financial Services Representative I
  • Global Credit Union
  • Bethel, 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...
  • 1 Month Ago

1
Financial Advisor
  • 11 Financial
  • Anchorage, AK FULL_TIME
  • Are you an advisor with an established book of business but aren't happy at your current firm? Then we should talk!Why Us?Compensation: Production payouts of 70% (nearly double the industry average)Ha...
  • 14 Days Ago

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

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Personal Banker - Wasilla
  • Key Bank
  • Wasilla, AK
  • Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerLocation:201 Lucille Street - Wasilla, Alaska 99654Jo...
  • 4/24/2024 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
  • Anchorage, AK
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Anchorage, AK
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Anchorage, AK
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Excise Tax Specialist - Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Anchorage, AK
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Supv Internal Revenue Agent (Abusive Transaction Grp Mgr)12 MONTH ROSTER,Temp NTE,MBE,MBMP
  • Department Of The Treasury
  • Anchorage, AK
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Anchorage, AK
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent -MSP, Temp Prom NTE 1 year, MBE up to 3 years, MBMP 6 mo Roster
  • Department Of The Treasury
  • Anchorage, AK
  • Duties WHAT IS THE TEGE Tax Exempt/Government Entities DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM

Wasilla is a city in Matanuska-Susitna Borough, United States and the sixth-largest city in Alaska. It is located on the northern point of Cook Inlet in the Matanuska-Susitna Valley of the southcentral part of the state. The city's population was 7,831 at the 2010 census, up from 5,469 in 2000. Estimates in 2016 put the population at roughly 9,748. Wasilla is the largest city in the borough and a part of the Anchorage metropolitan area, which had an estimated population of 396,142 in 2013. Established at the intersection of the Alaska Railroad and Old Carle Wagon Road, the city prospered at th...
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
Wasilla, Alaska area prices
were up 2.8% from a year ago

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