SB Financial Services Relationship Manager jobs in Fort Wayne, IN

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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Seasonal Universal Banker Float-Williams County
  • SB Financial Group Inc.
  • Edgerton, OH FULL_TIME
  • Education

    A high school diploma or equivalent.


    Experience

    A minimum of one (1) year of related experience preferred.


    Preferred Skills

    • Moderate reading, writing, and grammar skills.
    • Proficient analytical and mathematics skills.
    • Proficient communicative and interpersonal relations skills.
    • Proficient eye-hand coordination.
    • Ability to operate various office machines.
    • Ability to lift approximately fifty (50) lbs. of coin.
    • Visual and auditory skills.


    Role and Responsibilities

    Responsible for performing a variety of duties to support the customer service, sales, and paying and receiving function of the community office; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.


    ESSENTIAL DUTIES

    • Performs a variety of duties to support the customer service, sales, and paying and receiving function of the community office of which the following are illustrative:
    • Greets and serves customers in a friendly and courteous manner.
    • Maintains an awareness of new business opportunities with customers; offers relevant products and services to meet customer needs; actively refers customers to appropriate sales staff as appropriate.
    • Meets or exceeds established referral and sales goals for both business and consumer clients.
    • Handles customer concerns on statement reconciliation and other routine questions.
    • Maintains knowledge of current bank products and services
    • Processes changes to existing accounts as requested by clients.
    • Assists in banking center call efforts by reviewing, updating, and calling prospect lists regularly.
    • Accurately processes transactions, including various types of deposits, payments, transfers, etc. in a timely and professional manner.
    • Cashes checks within approved authority and operating policy.
    • Sells Cashier’s Checks and Money Orders.
    • Processes night deposits and mail deposits.
    • Maintains an approved level of cash; turns in excess and mutilated cash.
    • Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
    • Prepares transactions for scanning (i.e. branch capture, batch submission, etc.)
    • Minimizes risk of losses, including cash differences and other controllable losses.
    • Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc.
    • Demonstrates a working knowledge of State Bank’s security program.
    • Travel to other banking center locations as needed.
    • Performs other related duties as assigned.
    • Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
    • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
    • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Customer Identification Program (CIP), Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
    • Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
    • Constantly look for ways to improve processes that will improve the customer’s experience and communicate those ideas to management.
    • Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.


    Ancillary Duties

    • May be required, on occasion, to provide safe deposit box services to customers.
    • May be required to provide support in non-paying and receiving activities, e.g., new accounts, consumer loans, etc.
    • May be required to balance, replenish, and/or service ATM machines.
    • May be required to Process and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
    • Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.


    Physical Requirements:

    • Occasionally ascends/descends stairs to move through the different floors of the location.
    • Must be able to position self to accomplish tasks in various environments including tight and confined spaces.
    • Must be able to remain in a stationary position more than two-thirds of the time.
    • The person in this position needs to occasionally move about inside the office to accomplish tasks.
    • Occasionally adjust or move objects in all directions.
    • Frequently communicates with others to exchange information.
    • Constantly moves wrists, hands, and/or fingers.
    • Occasionally operate machinery and/or power tools.
    • Occasionally operates motor vehicles or heavy equipment.
    • Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
    • Occasionally exposed to outdoor elements such as precipitation and wind.
    • Sedentary work that primarily involves sitting/standing.
    • Occasionally has to move objects up to 50 pounds.

  • 15 Days Ago

S
Seasonal Universal Banker Float-Williams County
  • SB Financial Group Inc.
  • Montpelier, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 15 Days Ago

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Seasonal Universal Banker Float-Williams County
  • SB Financial Group Inc.
  • Edon, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 15 Days Ago

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Relationship Manager
  • Bluespring Wealth Partners
  • Fort Wayne, IN FULL_TIME
  • Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to ...
  • 12 Days Ago

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Financial Analyst
  • Pathfinder Services
  • Huntington, IN FULL_TIME
  • DescriptionCompany: Pathfinder ServicesLocation: Huntington, INCategory: AccountingStarting Wage: $51,105-$59,245Hours: Mon-Fri 8a-5p flex (40hr)Job Code: HUNT520As a Financial Analyst, you will work ...
  • 1 Month Ago

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Financial Analyst
  • Ultra Global Business Services
  • Columbia, IN FULL_TIME
  • Unleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies.Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delive...
  • 22 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Fort Wayne, IN area

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Fort Wayne, IN
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Fort Wayne, IN
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Fort Wayne, IN
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • Fort Wayne, IN
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

P
Relationship Manager I - Business Banking
  • PNC Financial Services Group, Inc.
  • Fort Wayne, IN
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/25/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Fort Wayne, IN
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/25/2024 12:00:00 AM

K
Chief Growth Officer
  • KB Search Team
  • Fort Wayne, IN
  • Only Local Candidates at This Time. A unique opportunity at a top-rated national non-profit for a visionary Chief Growth...
  • 3/25/2024 12:00:00 AM

E
Branch Office Administrator
  • Edward Jones
  • Garrett, IN
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/12/2024 12:00:00 AM

Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$64,217 to $84,447
Fort Wayne, Indiana area prices
were up 1.3% from a year ago

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