SB Financial Services Relationship Manager jobs in Yakima, WA

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 Services Manager
  • County of Chelan Auditor
  • Wenatchee, WA FULL_TIME
  • Description

    Position is open until filled with first review date on 04/12/2024

    Salary: PW25 Steps 2-4 $6,895.29 - $7,560.54 Longevity Steps 5-8 $7,918.31 - $9,102.60

    The position includes a state retirement system, with a deferred comp program available. Health insurance package includes Medical, Dental, and county contributions to a personal health savings account. Includes 11 paid holidays and 1 floating personal holiday along with monthly accrued vacation and sick leave.

    SUMMARY

    Provides technical support to Chelan County in the area of governmental accounting. Performs senior level financial research, planning and analysis with an assigned functional area of responsibility. Oversees various Countywide accounting functions and related financial reports, and serves as a key player in the development of financial information systems. Compiles the County’s annual financial report. Supervises assigned accounting staff and assures County compliance with State and Federal regulations and standards.

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

    • Preparing annual and monthly financial reports for all funds in conformance with state requirements and generally accepted accounting principles.
    • Overseeing accounting, fiscal management, financial reporting, and research activities to ensure that they are in compliance with generally accepted accounting principles, as well as state and County financial accounting procedures. Analyzing and recommending changes to departmental accounting procedures and approve adjustments to department and financial records. Providing training as needed.
    • Maintaining the County’s central accounting data, authorizing access to the financial system, creating the annual budget and designing the budget process. Advising and assisting the Commissioners on crucial financial decisions during annual budget creation.
    • Interpreting federal and state guidelines and ensure the County’s compliance with federal, state, County, and other applicable accounting rules and regulations. May serve on committees or liaison with the GASB, State Auditor’s Office, or other agencies.
    • Performing analysis and auditing of financial records to ensure completeness and conformance to established procedures, County policy, and generally accepted accounting principles.
    • Coordinating County departments regarding annual audit by SAO.
    • Designing and modifying accounting systems to provide adequate records of assets, liabilities, fund equities, and financial transactions.
    • Compiling and reporting financial data as required by organization and government regulations.
    • Assisting other County departments with financial accounting, cost accounting, budget, grant management, and other financial decisions.
    • Preparing reports needed to satisfy tax and federal reporting requirements.

    SUPERVISORY RESPONSIBILITIES

    Manages three subordinate employees and temporary help. Is responsible for the overall direction, coordination, and evaluation of this unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

    QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    EDUCATION and/or EXPERIENCE

    Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field; and five years of increasingly responsible experience in government finance, accounting, auditing, financial reporting, or budgets, and one year of supervisory experience; or equivalent combination of education and experience. Experience compiling multi-fund accrual-basis governmental financial statements. Certified Public Accountant preferred.

    LANGUAGE SKILLS

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

    MATHEMATICAL SKILLS

    Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

    REASONING ABILITY

    Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

    PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    WORK ENVIRONMENT

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.

    Additional Information

    To apply: Include the following in one document (PDF or Word)

    • Chelan County Application
    • Resume
    • Cover Letter

    Email tohuman.resources@co.chelan.wa.us or mail/drop off at address below.

    Human Resources
    400 Douglas Street, #201
    Wenatchee, WA 98801

    Job Type: Full-time

    Pay: $6,895.29 - $9,102.60 per month

    Benefits:

    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Experience level:

    • 5 years

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Wenatchee, WA 98801: Relocate before starting work (Required)

    Work Location: In person

  • 1 Day Ago

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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Yakima, WA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 24 Days Ago

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Financial Services Representative I
  • First Interstate BancSystem
  • Ephrata, WA FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Ephrata, WA branch. What’s Important to You We know your career is ...
  • 11 Days Ago

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Financial Services Representative I
  • First Interstate Bank
  • Ephrata, WA FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourEphrata, WA branch.What's Important to YouWe know your career is just...
  • 11 Days Ago

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Financial Services Representative III
  • First Interstate Bank
  • Bingen, WA FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourBingen, WA branch.What's Important to YouWe know your career is just ...
  • 13 Days Ago

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Financial Services Representative I
  • First Interstate Bank
  • Bingen, WA FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourBingen, WA branch.What's Important to YouWe know your career is just ...
  • 16 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Yakima, WA area

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Assistant Store Manager
  • The Judge Group
  • Yakima, WA
  • ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community ...
  • 3/28/2024 12:00:00 AM

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Police Services Specialist I
  • City of Yakima, WA
  • Yakima, WA
  • Salary : $3,572.40 - $4,286.53 Monthly Location : Dick Zais Law and Justice Center, WA Job Type: Full-time Department: P...
  • 3/28/2024 12:00:00 AM

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Retail Sales Associate (Part-Time)
  • AutoZone, Inc.
  • Yakima, WA
  • AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
  • 3/28/2024 12:00:00 AM

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Pharmacy Manager (Pharmacist)
  • Albertsons Company Inc.
  • Yakima, WA
  • SIGN ON BONUS $50,000 Are you the Pharmacist who knows your patients by name? Do they ask for you because you build mean...
  • 3/28/2024 12:00:00 AM

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Career & Wellness Program Manager A
  • Yakima Valley College
  • Yakima, WA
  • Salary: $4,072.00 - $5,479.00 Monthly Location : Yakima, WA Job Type: Classified Job Number: 24-036 Division: Instructio...
  • 3/26/2024 12:00:00 AM

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Accountant II
  • Yakima County
  • Yakima, WA
  • Accountant II (Human Services) Pay Range: $34.10 - $43.25 per hour (Non-Bargaining Pay Plan, C43 Step 1-13) Hiring Range...
  • 3/26/2024 12:00:00 AM

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Associate Personal Banker - Ellensburg
  • WELLS FARGO BANK
  • Ellensburg, WA
  • Job Description Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company ...
  • 3/25/2024 12:00:00 AM

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Accountant II/III
  • Yakima County
  • Yakima, WA
  • Accountant II/III (Yakima Sheriff’s Office) Pay Range as follows: Accountant II Pay Range: $5,433 - $6,890 per month (YS...
  • 3/24/2024 12:00:00 AM

Yakima (/ˈjækɪmɑː/ or /ˈjækɪmə/) is a city in and the county seat of Yakima County, Washington, and the state's eleventh-largest city by population. As of the 2010 census, the city had a total population of 91,067 and a metropolitan population of 243,231. The unincorporated suburban areas of West Valley and Terrace Heights are considered a part of greater Yakima. Yakima is about 60 miles (100 kilometers) southeast of Mount Rainier in Washington. It is situated in the Yakima Valley, a productive agricultural region noted for apple, wine and hop production. As of 2011, the Yakima Valley produc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$69,454 to $91,335
Yakima, Washington area prices
were up 2.9% from a year ago

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