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)
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.
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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
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Work Location: In person
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