SB Financial Services Manager jobs in Saint Louis, MO

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Services Specialist, Insurance
  • FCS Financial
  • Jefferson City, MO FULL_TIME
  • Description/Job Summary
    At FCS Financial, part of the nationwide Farm Credit System, we are looking for a Financial Services Specialist, Crop Insurance to join our Team! FCS Financial is a member of the largest agriculture lending cooperative in the United States today. At FCS, we seek individuals who share passion for agriculture and serving our customers! We are looking for a friendly, confident, customer focused, pro-active, organized, and precise individual that enjoys working with details!

    If you have experience in providing excellent customer service, working with detailed technical documents, and are familiar with agriculture this opportunity is for you! Experience processing and servicing insurance documents and a familiarity of crop insurance is preferred.

    This Financial Services Specialist, Crop Insurance position processes and services all crop insurance policies within an assigned territory. The successful candidate will serve as a liaison/facilitator in the workflow between the market facing staff, the internal staff, and external resources.
    Potential Office Locations: Jefferson City, Missouri.
    This posting will close on November 1, 2022.
    Department: Marketplace Services
    Reports To: Service Team Leader - Insurance
    Supervises: None
    This position is classified as Non-Exempt under the Fair Labor Standards Act.

    *
    Responsibilities/Duties*
    Job Functions*
    Percentage

    Job Functions

    35%

    Document Processing

    • Receives and tracks documents related to crop insurance policies
    • Reviews documents for accuracy and requests additional information when needed
    • Monitors process to ensure completion and compliance with internal and external requirements
    • Data entry within AIP processing systems including mapping
    • Generates reports to review accuracy and finalize processing

    25%

    Electronic File Management/Customer Relationship Management System (CRM)

    • Scans documents into Document Management Program
    • Verifies with CRM reports the proper conversion for each policy
    • Sets up new contacts and updates contact records as needed
    • Resolves discrepancies in CRM
    • Purchases and retires stock through Cornerstone

    25%

    Customer Service

    • Provides customer service through telephone, email and face to face interactions
    • Correlates with agent to schedule customer appointments
    • Communicates with other insurance agents, approved insurance providers, Farm Service Agency staff and lenders to meet customer needs

    5%

    Insurance Claims Processing

    • Enter customer claims with respective insurance companie
    • Communicates with insurance representatives and/or adjusters to facilitate accuracy on claims

    5%

    Continuing Education

    • Attends meetings, conferences and training sessions to understand changes to the crop insurance programs, processes and procedures and to attain and maintain a crop insurance license

    5%

    Mail Processing

    • Processes incoming and outgoing daily mail
    • Generates reports for bulk mailings
    • Assist agent in reviewing reports for accuracy before mailing to customers

    n/a

    Other duties as assigned to meet the needs of the organization.

    • Essential Functions for this position consist of all items listed under any category that make up 5% or more of the job duties. This job description is subject to change without notice.

    Required Skills
    Minimum Qualifications

    • High School diploma
    • 1 year of related experience
    • Or an equivalent combination of education and experience sufficient to perform the essential functions of the job

    Required Knowledge and Skills

    • Working knowledge of the agriculture industry
    • General knowledge of Association financial operating systems
    • General knowledge of how crop insurance works
    • Ability to obtain Missouri Crop Insurance License
    • Skill in listening and conveying awareness of a customer's problem or issue to find resolution
    • Oral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customers
    • Skill in prioritizing assignments to complete work in a timely manner
    • Skill in gathering, compiling and organizing information
    • Skill in utilizing time in an efficient and effective manner
    • Skill in working as part of a team and collaborating with colleagues
    • Skill in performing a variety of duties under the stress of frequent interruptions or distractions
    • Skill in utilizing Microsoft Office to increase efficiency and/or effectiveness
    • Responsible to appropriately protect the confidentiality, security, and integrity of the Association's systems and data and clients' data

    Job Type: Full-time

  • 14 Days Ago

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Financial Services Unit Manager (5001000)
  • State of Missouri
  • Jefferson, MO FULL_TIME
  • Job Location: This position will be located at 3418 Knipp Drive, Jefferson City, MO 65109. Why you’ll love this position: The Accountant Supervisor is a new position within the new Division of Cannabi...
  • 20 Days Ago

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Accountant Manager -Financial Services Bureau
  • State of Missouri
  • Jefferson City, MO FULL_TIME
  • Accountant Manager – Financial Services Bureau Department of Revenue Annual Salary Range: $ 52,125 - $106,250 Location: 301 W. High Street, Jefferson City, MO DOR’s Vision: To provide every customer t...
  • Just Posted

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Accountant Manager- Financial Services Bureau
  • State of Missouri
  • Jefferson City, MO FULL_TIME
  • Accountant Manager - Financial Services Bureau Department of Revenue Annual Salary: $ 48,924 - $ 67,000 Location: 301 W. High Street, Jefferson City, MO DOR’s Vision: To provide every customer the bes...
  • 1 Month Ago

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Financial Services Manager (Accounts Payable)
  • State of Missouri
  • Jefferson, MO FULL_TIME
  • Note for internal applicants: Successful candidates already at rates above the posted salary will be evaluated on an individual basis to determine final salary outcome. Job Location: Central Office, 1...
  • 1 Month Ago

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Loan Services Specialist
  • FCS Financial
  • Jefferson, MO FULL_TIME
  • Loan Services Specialist Apply Now Description/Job Summary If you are passionate about helping people and want a position with a company that makes a difference in communities across Missouri, keep re...
  • 9 Days Ago

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0 SB Financial Services Manager jobs found in Saint Louis, MO area

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Saint Louis, MO
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 4/24/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Saint Louis, MO
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 4/24/2024 12:00:00 AM

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Impact Finance - Finance Manager - Consolidation
  • U.S. Bank
  • Saint Louis, MO
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 4/24/2024 12:00:00 AM

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Tax Office Manager
  • UNLIMITED TAXES
  • Saint Louis, MO
  • Job Description Job Description We are seeking a Tax Office Manager! You will be responsible for the effective managemen...
  • 4/23/2024 12:00:00 AM

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Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
  • Department Of The Treasury
  • Saint Louis, MO
  • Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
  • 4/23/2024 12:00:00 AM

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Wealth Advisor
  • Keb Wealth Advisors
  • Saint Louis, MO
  • The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
  • Department Of The Treasury
  • Saint Louis, MO
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent, NTE 1 Year, MBE Up To 3 Years, MBMP, 12 Month Roster
  • Department Of The Treasury
  • Saint Louis, MO
  • 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

St. Louis (/seɪnt ˈluːɪs/) is an independent city and major inland port in the U.S. state of Missouri. It is situated along the western bank of the Mississippi River, which marks Missouri's border with Illinois. The Missouri River merges with the Mississippi River just north of the city. These two rivers combined form the fourth longest river system in the world. The city had an estimated 2017 population of 308,626 and is the cultural and economic center of the St. Louis metropolitan area (home to nearly 3,000,000 people), which is the largest metropolitan area in Missouri, the second-largest ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$165,187 to $225,021
Saint Louis, Missouri area prices
were up 0.7% from a year ago

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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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