SB Financial Services Relationship Manager jobs in Albany, NY

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)

Recently Added SB Financial Services Relationship Manager jobs

F
Associate Attorney Financial Services, M-3
  • Financial Services, Department of
  • Albany, NY FULL_TIME
  • Preferred Qualifications
    • Strong written, analytical and oral communication skills.
    • Experience delivering and facilitating training.
    • Ethics and FOIL experience preferred but not required.

    Appointment method:
    List Appointment: Candidates must be reachable on the Civil Service eligible list for 38-852.

    Transfer: Candidates must have one year of permanent competitive service in a title eligible for transfer via Section 52.6 of the Civil Service Law. Information regarding transfer eligibility may be available on the Civil Service Career Mobility Office website at http://careermobilityoffice.cs.ny.gov/cmo/.

    Please Note that under Civil Service Law, an employee cannot have two consecutive upward 70.1 or 52.6 transfers without an intervening eligible list appointment if such transfers would exceed two salary grades.
    Duties Description
    The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
    The Department of Financial Services is seeking candidates for the position of Associate Attorney Financial Services in the Office of General Counsel. The incumbent will be required to function with a great degree of independence and be able to handle sensitive and confidential information. Duties include, but are not limited to, the following:
    • Reviews staff conflict of interest forms and interns’ resumes for conflicts of interest and provides guidance to Human Resources;
    • Reviews and drafts responses to requests for approval of outside activities and official activity expense payments;
    • Drafts recusal memoranda and ethics waivers for staff, reviews blind trust agreements for compliance with the Financial Services Law (FSL), and assists with staff onboarding and offboarding as appropriate;
    • Identifies and assists with updating internal policies, guidance documents and databases, procedure manuals and applicable laws as appropriate;
    • Delivers pre-scripted PowerPoint ethics training to staff and interns that covers their duties and responsibilities under New York State’s ethics laws and regulations, and the FSL, among other things;
    • Responds in a timely manner to requests from the Commission on Ethics and Lobbying in Government (Commission) for monthly training data;
    • Issues annual filing reminders to financial disclosure statement (FDS) filers and follows up with delinquent FDS filers;
    • Tracks and monitors Project Sunlight quarterly reporting and training and provides guidance on Section 166 reporting;
    • Reviews, edits and provides guidance on responses to conflict of interest and vendor questionnaires, consultant and vendor contracts, service agreements, memoranda of understanding, and confidentiality and information sharing agreements to protect, among other things, DFS and the state and to prevent conflicts of interest;
    • Reviews, investigates and drafts timely responses to FOIL Appeals, provides recommendations to the FOIL Appeal Office and, as appropriate, provides litigation assistance on Article 78 proceedings arising out of FOIL appeals;
    • Supervises staff assisting with administration of the ethics function; and
    • Conducts research and writing and performs other tasks and special projects as assigned.
    Additional Comments

    Positions located within the New York City metropolitan area, as well as Suffolk, Nassau, Rockland, and Westchester Counties, are also eligible to receive an additional $3,087 annual downstate adjustment.

    Please note that a change in negotiating unit may affect your salary, insurance and other benefits.

  • 9 Days Ago
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F
Financial Services Examiner Trainee 1 (NY HELPS)
  • Financial Services, Department of
  • Albany, NY FULL_TIME
  • Appointment method: Minimum Qualifications:. Either 1. a bachelor’s degree or higher in accounting, auditing, economics, econometrics, business economics, finance, financial administration, mathematic...
  • 27 Days Ago
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N
Financial Services Specialist 2 (Compliance)
  • New York State Department of Financial Services
  • Albany, NY FULL_TIME
  • The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business. Through engagement, data-d...
  • 10 Days Ago
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F
Director of Virtual Currency Monitoring (Director Financial Services Programs 2)
  • Financial Services, Department of
  • Albany, NY FULL_TIME
  • Preferred Qualifications Experience in the following: o Virtual currency o BSA/AML, OFAC, and related laws, regulations, and best practices o Cybersecurity laws, regulations, and best practices o Inte...
  • 1 Month Ago
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N
Financial Services Examiner Trainee 1 (Box FSE1 - ALB PROV
  • New York State Department of Financial Services
  • Albany, NY FULL_TIME
  • The New York Department of Financial Services seeks to build an equitable, more transparent and resilient financial system that benefits New Yorkers and supports business. Through engagement, data-dri...
  • 27 Days Ago
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B
Relationship Banker - New Scotland Avenue Financial Center
  • Bank of America
  • Albany, NY FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Day Ago
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0 SB Financial Services Relationship Manager jobs found in Albany, NY area

N
Financial Advisor
  • Northwestern Mutual
  • Albany, NY
  • Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach ...
  • 4/25/2024 12:00:00 AM
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D
Supervisory Internal Revenue Agent 12 month Roster
  • Department Of The Treasury
  • Albany, NY
  • Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
  • 4/25/2024 12:00:00 AM
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G
CWM - Goldman Sachs Ayco Personal Financial Management - Marketing Operations, Associate Albany, NY
  • Goldman Sachs
  • Albany, NY
  • MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs hel...
  • 4/24/2024 12:00:00 AM
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A
Finance Specialist - Faculty Practice Support
  • Albany Medical Center
  • Albany, NY
  • Department/Unit: Budget & Planning Work Shift: Day (United States of America) Salary Range: $65,057.00 - $107,343.00 Thi...
  • 4/23/2024 12:00:00 AM
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C
NY FarmNet Financial Consultant, FarmNet: SC Johnson College of Business - Oneonta, New York
  • Cornell University
  • Albany, NY
  • The SC Johnson College of Business: Leading at the intersection of people, business, and technology, the Cornell SC John...
  • 4/23/2024 12:00:00 AM
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B
Branch Manager
  • Bank of Greene County
  • East Greenbush, NY
  • Job Type Full-time Description DEPARTMENT: Branch LOCATION: East Greenbush, NY REPORTS TO: Regional Branch Officer SUPER...
  • 4/21/2024 12:00:00 AM
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C
NY FarmNet Financial Consultant, FarmNet: SC Johnson College of Business - Albany, New York
  • Cornell University
  • Albany, NY
  • The SC Johnson College of Business: Leading at the intersection of people, business, and technology, the Cornell SC John...
  • 4/21/2024 12:00:00 AM
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E
Branch Office Administrator
  • Edward Jones
  • Delmar, NY
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/27/2024 12:00:00 AM
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About Albany, New York

Albany (/ˈɔːlbəni/ (listen) ALL-bə-nee) is the capital of the U.S. state of New York and the seat of Albany County. Albany is located on the west bank of the Hudson River approximately 10 miles (16 km) south of its confluence with the Mohawk River and approximately 135 miles (220 km) north of New York City. Albany is known for its rich history, commerce, culture, architecture, and institutions of higher education. Albany constitutes the economic and cultural core of the Capital District of New York State, which comprises the Albany–Schenectady–Troy, NY Metropolitan Statistical Area, including ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,059 to $92,122
Albany, New York area prices
were up 1.5% from a year ago
View detail

What does an SB Financial Services Relationship Manager do?

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