SB Financial Services Relationship Manager jobs in Muskegon, MI

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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DaySpring Services - Financial Services Coordinator
  • DaySprings Services
  • Norton, MI FULL_TIME
  • DaySpring Services is a dedicated provider of senior living and care solutions, committed to enhancing the lives of our residents and clients. We include DaySpring Assisted Living, Agape Home Assisted Living, Agape Home at Blueberry Fields Assisted Living, DayBreak Adult Day Services, DaySpring In-home Care and Life Enrichment Services, and DaySpring Independent Living Apartments. We are seeking a Financial Services Coordinator to ensure the smooth operation of our financial functions and contribute to our mission of "Serving Older Adults with God's Love."

    Position Overview: As the Financial Services Coordinator, you will play a pivotal role in our organization's financial operations. You will be responsible for various tasks including payroll management, financial reporting, office organization, and human resources duties. Your attention to detail, multitasking abilities, and commitment to accuracy will contribute to the efficient functioning of our financial processes.

    Qualifications:

    • Experience: A minimum of 3 years of experience in payroll, office management, administration, or related fields. Experience in senior living or long-term care is strongly preferred.
    • Education: An Associate's degree or higher in a related field, with a preference for Accounting or financial services.
    • Organization Skills: Demonstrated ability to maintain a neat and organized workplace.
    • Attention to Detail: Strive for 100% accuracy without errors.
    • Multi-tasking: Excellent ability to manage multiple tasks efficiently.
    • Self-Motivation: Stay focused on task completion and demonstrate initiative.
    • Customer Service: Exhibit excellent customer service, maintaining a positive and professional demeanor.
    • Professionalism: Present oneself in professional attire and appearance.
    • Mission Commitment: Identify with and demonstrate commitment to DaySpring Services' mission and philosophy.
    • Positive Attitude: Maintain a cheerful disposition and professional demeanor in interactions.
    • Prioritization: Ability to prioritize tasks effectively and make sound decisions.
    • Initiative: Proactively anticipate needs and complete tasks independently.
    • Time Management: Detail-oriented with strong multitasking and time management skills.
    • Process Improvement: Contribute ideas for enhancing efficiency through management tools and strategies.
    • Deadline Focus: Meet all deadlines with precision.
    • Flexibility: Adapt work hours based on task requirements (Salaried Position).
    • Confidentiality: Uphold confidentiality of all information.

    Skills Required:

    • Proficiency in Peachtree (or similar accounting software), Microsoft Office Suite, Microsoft Excel, Adobe, and Microsoft Word.
    • Excellent typing skills for creating documents, reports, letters, memos, and forms.
    • Effective written and verbal communication skills.
    • Strong organizational abilities to maintain an orderly office environment.
    • Proficient writing skills for crafting and editing various documents with attention to detail.

    Responsibilities:

    • Assist with financial and clerical tasks to support leadership team members.
    • Manage payroll functions, tax reporting, and W-2 forms.
    • Handle accounts receivable and accounts payable tasks, including bill payments and deposits.
    • Maintain employee files and handle human resources-related functions.
    • Support Director of Operations and President with various tasks.
    • Provide outstanding customer service to internal and external stakeholders.
    • Maintain accurate and up-to-date filing systems.
    • Assist in the development and maintenance of operational policies and procedures.
    • Utilize Enquire CRM software for efficient customer relations management.
    • Conduct tours of DaySpring Assisted Living and Apartments when needed.

    Compensation and Benefits:

    • Salaried position with weekly pay.
    • Comprehensive benefits package including medical, dental, vision, life insurance, and Paid Time Off.
    • Opportunity to participate in the 401(K) retirement savings plan (eligibility criteria apply).

    If you are a detail-oriented, organized, and proactive individual with a passion for financial operations and excellent customer service, we encourage you to apply.

    Join us for long-term employment with a purpose, apply today and join us in “Serving Older Adults With God's Love.”

    We are located at 572 Lake Forest Lane, Norton Shores, Michigan, 49441.

    www.dayspringserves.com

    Job description available upon request and at in-person interview .

    Job Type: Full-time

    Pay: $50,000.00 - $60,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Referral program
    • Vision insurance

    Schedule:

    • Monday to Friday

    Application Question(s):

    • Why do you want to work for DaySpring Services?
    • What is a recent challenge you faced and what did you do?
    • Desired Pay range?
    • What are the three most important things in your life?

    Education:

    • Bachelor's (Preferred)

    Experience:

    • Payroll: 3 years (Required)

    Work Location: In person

  • Just Posted

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Director of Financial Services
  • Muskegon Area Intermediate School District
  • Muskegon, MI FULL_TIME
  • JobID: 5378 Position Type: Administration/Business Manager Date Posted: 3/24/2022 Location: Educational Services Center (ESC) - MAISD Closing Date: 04/11/2022 District: Muskegon ISD - website MUSKEGON...
  • 1 Month Ago

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Case Specialist Underwriting Tele-Services (Onsite)
  • Western & Southern Financial Group
  • FREMONT, MI FULL_TIME
  • Overview Processes and reviews underwriting requirements by conducting customer interviews to gather non-medical and medical information. Works with some supervision but is empowered to approve applic...
  • 17 Days Ago

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Relationship Manager Business Banking Muskegon
  • Comerica Bank
  • Muskegon, MI FULL_TIME
  • Relationship Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus ...
  • 21 Days Ago

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Medicaid Financial Coordinator
  • Northwest Education Services
  • Traverse, MI FULL_TIME
  • Please click on link for full job description: Medicaid Financial Coordinator
  • 28 Days Ago

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Financial Services Professional – Hybrid Remote
  • Bankers Life
  • Traverse, MI FULL_TIME
  • Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping...
  • 26 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Muskegon, MI area

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Financial Advisor
  • LFN Advisors, Inc.
  • Muskegon, MI
  • Job Description Job Description Are you ready to put your skills and experience to work at a dynamic, independent, priva...
  • 4/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Holland, MI
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Grand Rapids, MI
  • 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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Financial Advisor
  • Global Trends Wealth Management LLC
  • Norton Shores, MI
  • Job Description Job Description We are seeking experienced and motivated Financial Advisors to join our team. The right ...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Grand Rapids, MI
  • 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
  • Grand Rapids, MI
  • 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 (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Grand Rapids, MI
  • 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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Branch Office Administrator
  • Edward Jones
  • Fremont, MI
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/20/2024 12:00:00 AM

Muskegon (/mʌˈskiːɡən/) is a city in the U.S. state of Michigan, and is the largest populated city on the eastern shores of Lake Michigan. At the 2010 census the city population was 38,401. The city is the county seat of Muskegon County. It is at the southwest corner of Muskegon Township, but is administratively autonomous. The Muskegon Metro area had a population of 172,188 in 2010. It is also part of the larger Grand Rapids-Wyoming-Muskegon-Combined Statistical Area with a population of 1,321,557....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$64,537 to $84,861
Muskegon, Michigan area prices
were up 1.3% from a year ago

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