SB Financial Services Relationship Manager jobs in Carson City, NV

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)

S
Financial Services Associate I
  • Sierra Central Credit Union
  • South Lake Tahoe, CA OTHER
  • Job Details

    Job Location:    South Lake Tahoe Branch - South Lake Tahoe, CA
    Position Type:    Part Time
    Education Level:    High School
    Salary Range:    Undisclosed
    Job Shift:    Day
    Job Category:    Banking

    Description

    Summary: Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.

    Essential Duties and Primary Responsibilities

    1. Ability to effectively communicate with a wide range of personality types.
    2. Ability to effectively communicate verbally or in writing, and ability to speak and present in an effective manner.
    3. Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
    4. Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels.
    5. Must participate in activities as assigned by Branch Vice President and/or Operations Managers to achieve branch and/or individual sales goals. Includes telemarketing, in-branch promos, cross-selling and up-selling.
    6. Ability to perform accurate complex input/output functions on the credit union computer systems that relates to account, loan, and general ledger postings.
    7. Must be able to travel and work at other branches as business needs dictate, sometimes on short notice.
    8. Must be able to travel to different locations to attend training classes.
    9. Must at all times, demonstrate cooperative behavior with colleagues and supervisors.
    10. Provide accurate, prompt, courteous and efficient service to credit union members.
    11. Maintain a satisfactory performance record; including balancing, attendance, and sales referrals.
    12. Performance of daily duties in compliance with established policies, procedures, and guidelines.
    13. Inform members about additional credit union products and services.
    14. Must achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals.
    15. Maintain security of all cash, deposited items, and negotiable instruments.
    16. Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script.
    17. Must ensure that each interaction with members and co-workers is polite, professional, and respectful at all times.
    18. Successful completion of FSA I required training courses per the Training Development Department or as specified by SVP/RVP.
    19. Additional duties as assigned.

    Physical Demands:

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

    1. Continuous standing or sitting for up to 8 hours per day.
    2. Reach across the teller station counter to comfortably count out/hand cash to members
    3. Intermittent bending, squatting and walking.
    4. Lifting up to 25 pounds.

     

     

    Qualifications


    Starting pay is $19.56 - $20.38 an hour depending on experience along with a great choice of benefits for full-time and part-time employees.

    The position qualifications are as follows:

    1. High school diploma or equivalent is required.
    2. Must be familiar with basic computer functions and programs.
    3. Previous cash handling experience and working knowledge of Microsoft Office programs preferred.
    4. Successful completion of required training courses per the Career Path Program.
    5. Required training courses must be completed within specified training period or as scheduled by SVP/RVP.
  • 10 Days Ago

U
Sales Manager - Remote
  • UniTrust Financial Group
  • Carson, NV FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 5 Days Ago

B
Manager - Financial Planning and Analysis
  • Bally's Lake Tahoe Casino and Resort
  • Stateline, NV FULL_TIME
  • ESSENTIAL FUNCTIONS: Prepares annual operating budget for casino operations, hotel operations, and harness operations. Analyzes actual results of casino operations, hotel operations, and harness opera...
  • 1 Month Ago

B
Manager - Financial Planning and Analysis
  • Bally's
  • Stateline, NV FULL_TIME
  • ESSENTIAL FUNCTIONS: · Prepares annual operating budget for casino operations, hotel operations, and harness operations. · Analyzes actual results of casino operations, hotel operations, and harness o...
  • 1 Month Ago

S
Bank Teller - Financial Services Associate I - II
  • Sierra Central Credit Union
  • South Lake Tahoe, CA OTHER
  • Job Details Job Location: South Lake Tahoe Branch - South Lake Tahoe, CA Position Type: Part Time Education Level: High School Salary Range: $19.56 - $23.00 Job Shift: Day Job Category: Finance Descri...
  • 1 Month Ago

S
Bank Teller - Financial Services Associate I - II
  • Sierra Central Credit Union
  • South Lake Tahoe, CA FULL_TIME
  • I. Essential Duties and Primary Responsibilities: Ability to effectively communicate with a wide range of personality types. Ability to effectively communicate verbally or in writing, and ability to s...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 SB Financial Services Relationship Manager jobs found in Carson City, NV area

Carson City is an independent city and capital of the US state of Nevada, named after the mountain man Kit Carson. As of the 2010 census, the population was 55,274. The majority of the town's population lives in Eagle Valley, on the eastern edge of the Carson Range, a branch of the Sierra Nevada, about 30 miles (50 km) south of Reno. The town began as a stopover for California-bound emigrants, but developed into a city with the Comstock Lode, a silver strike in the mountains to the northeast. The city has served as Nevada's capital since statehood in 1864; for much of its history it was a hub ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$69,437 to $91,305
Carson City, Nevada area prices
were up 2.5% from a year ago

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
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