SB Financial Services Relationship Manager jobs in Lompoc, CA

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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Sales Manager - Remote
  • UniTrust Financial Group
  • Lompoc, CA 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 Manager, you'll empower clients to secure vital insurance coverage, all while enjoying the flexibility of remote work and adaptable scheduling.

    Key Responsibilities:

    • Harness diverse lead generation channels to cultivate opportunities.
    • Nurture and sustain robust client connections.
    • Customize insurance solutions to precisely fit client needs.
    • Deliver superior customer service and guidance throughout the insurance process.
    • Independently navigate the virtual landscape to support clients efficiently.
    • Complete essential training and attain requisite insurance licensing.
    • Exemplify our core values of transparency, integrity, diversity, and tenacity.

    Qualifications:

    • Residency in the United States is a prerequisite.
    • Previous insurance sales experience not required - comprehensive training provided.
    • Motivated self-starters are strongly encouraged to apply.
    • Exceptional communication and interpersonal abilities.
    • Proven capacity to thrive in a remote work environment.
    • Dedication to maintaining a harmonious work-life balance.

    Benefits:

    • Competitive commission-based compensation structure.
    • Flexible scheduling tailored to your needs.
    • Remote work setup for unparalleled convenience.
    • No cold calling, door-to-door sales, or multi-level marketing.
    • Comprehensive training and licensure support.
    • Opportunities for advancement within our organization.

    How to Apply: If you're a proactive individual with a client-centric mindset and a commitment to work-life balance, we invite you to apply today. Join the InsuraTec Services Group team and embark on a fulfilling career in insurance sales.

    InsuraTec Services Group is an equal opportunity employer dedicated to fostering an inclusive workplace environment that celebrates diversity.

    Please note that this position is commission-based only, and applicants must be eligible to work in the United States and obtain the necessary insurance license.

  • 4 Days Ago

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Full-Time Care Professional, North SB County
  • Home Instead
  • Solvang, CA FULL_TIME
  • Want a job that makes a real difference? Become a Care Professional at Home Instead! We offer competitive pay ($20-$22/hour), flexible scheduling, and a supportive work environment. We help build your...
  • 22 Days Ago

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Part-Time Care Professional, North SB County
  • Home Instead
  • Solvang, CA PART_TIME
  • Want a job that makes a real difference? Become a Care Professional at Home Instead! We offer competitive pay ($20-$22/hour), flexible scheduling, and a supportive work environment. We help build your...
  • 22 Days Ago

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Conference Services Manager - Franchised
  • Marriott International
  • Buellton, CA FULL_TIME
  • Job Number 24043997Job Category Sales & MarketingLocation Santa Ynez Valley Marriott, 555 McMurray Road, Buellton, California, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation?...
  • 1 Day Ago

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Client relationship
  • U.S. Bank
  • Lompoc, CA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • Just Posted

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FINANCIAL ANALYST
  • Chumash Enterprises
  • Santa Ynez, CA FULL_TIME
  • Location Chumash Casino Resort Employment Status Full Time Shift Days Specific Work Schedule Department Beginning Pay Rate $71,058 - $88,823/Annually, DOE Financial Analyst JOB DESCRIPTION: Starting P...
  • 12 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Lompoc, CA area

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Financial Aid Technical Specialist
  • Allan Hancock College
  • Santa Maria, CA
  • Salary : $62,928.00 - $80,316.00 Annually Location : Santa Maria Job Type: Classified Staff Job Number: 202200317 Depart...
  • 4/26/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Excise Tax Specialist - Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Santa Maria, CA
  • 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

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent 12 month Roster
  • Department Of The Treasury
  • Santa Maria, CA
  • Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

Lompoc (/ˈlɒmpoʊk/, LOM-poke) (Purisimeño: Lompo', "Stagnant Water" ; Spanish: Lumpoco) is a city in Santa Barbara County, California, on the west coast of the United States. The city was incorporated on August 13, 1888. The population was 42,434 at the 2010 census, up from 41,103 at the 2000 census. Before European settlers arrived, the area around Lompoc was inhabited by the Chumash people. The name of the city is derived from a Purisimeño term, "Lum Poc", which means "stagnant waters" or "lagoon". The Spanish called it "Lumpoco". In 1837, the Mexican government sold the area as the Rancho L...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,062 to $97,386
Lompoc, California area prices
were up 2.5% from a year ago

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