SB Financial Services Relationship Manager jobs in California

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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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.
  • 15 Days Ago

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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...
  • 2 Months Ago

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AmeriCredit Dealer Relationship Manager
  • GM Financial
  • Fresno, CA FULL_TIME
  • Overview Why AmeriCredit? We’ve spent the past 30 years creating a culture that’s second to none in the auto finance industry. Other employers only talk about their culture – we actually live it every...
  • 22 Days Ago

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Client Relationship Sales Manager
  • UniTrust Financial Group
  • Redwood, CA FULL_TIME
  • Client Relationship Sales Manager Location: Remote (Work From Home) Job Description: InsuraTec Services Group is seeking highly motivated and client-focused individuals to join our team as Client Rela...
  • 4 Days Ago

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Dealer Relationship Manager
  • DRIVRZ FINANCIAL LLC
  • Sacramento, CA FULL_TIME
  • If you are looking for a friendly corporate culture, with great opportunities for success and excellent benefits, this is your chance to be part of a growing auto finance company!We are looking for De...
  • Just Posted

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Executive Assistant / Office Manager - Financial Services
  • Ameriprise Financial
  • Folsom, CA FULL_TIME
  • Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advi...
  • 3 Days Ago

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Area Financial Services Manager HQ GS Plains
  • The Judge Group
  • Sioux Falls, SD
  • The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agricul...
  • 3/28/2024 12:00:00 AM

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Financial Services Manager
  • Seneca Resources
  • Fairfax, VA
  • Job Title: Sr. Financial Services Manager Duration: Contract-to-hire Location: Fairfax, VA (2-3 days onsite) We are seek...
  • 3/27/2024 12:00:00 AM

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Financial Services Manager
  • City of Tacoma, WA
  • Tacoma, WA
  • Salary: $115,377.60 - $162,427.20 Annually Location : Tacoma, WA Job Type: Non-Classified Job Number: P1030-24 Departmen...
  • 3/27/2024 12:00:00 AM

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Account Manager Financial Services
  • State Farm Agent Tim Murphy
  • Jacksonville, FL
  • Overview 18 years as a successful leader in the St. Johns community. Our agency has been repeatedly recognized by State ...
  • 3/27/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • Parsippany-Troy Hills, NJ
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • New York, NY
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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Tax Manager - Financial Services
  • Wipfli LLP
  • Minneapolis, MN
  • Overview: At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. ? Our inclusive cul...
  • 3/26/2024 12:00:00 AM

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Financial Services Manager Fast Track
  • New York Life Insurance Company
  • San Dimas, CA
  • Job Description Job Description Are you looking for a job where you can use your experience to propel your career into m...
  • 3/25/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,925 to $99,844

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
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