SB Financial Services Relationship Manager jobs in Summerville, SC
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)
Recently Added SB Financial Services Relationship Manager jobs
- Ignite Digital Services
-
Charleston, SC
FULL_TIME
-
Are you searching for an opportunity to take your career to the next level? Ignite Digital Services is a fast-growing small business delivering innovative business solutions to the national security sector. We bring data science and analytics together to optimize program integration and empower operational decisions for national security clients.
We've redefined what it means to be a leader in our industry by creating and maintaining effective and rewarding working relationships with our clients and internal team members. Our company culture focuses on a team-based approach, which offers continuous opportunities for personal growth and innovation, while providing unmatched value to our clients.
Perks of Working at Ignite Digital Services:
- Competitive pay and benefits, including PTO
- Education stipends and referral bonuses
- Compelling work with the U.S. federal government
- Strong emphasis on volunteer and community engagement
- Opportunity to shape the future of our industry
- Supportive colleagues and management who invest in your growth
The Financial Manager manages the financial strategies, planning, and budgeting processes for MID (Medical Information Delivery) initiatives. This role requires a unique blend of financial acumen and an understanding of medical information delivery operations to ensure that resources are adequately allocated to protect the organization's digital assets. The ideal candidate will have a strong background in financial management, experience with budgeting, and the ability to work closely with software and application teams to align financial planning with operational objectives.
Scope of Responsibilities:
- Prepare monthly financial reports using processes and templates provided by the Division.
- Monitor and report spending, including variances from the budget, to ensure financial accountability and transparency.
- Evaluate contractor spend plans and monitor expenditures against them.
- Maintain a Master Planning Workbook that maintains a Labor Roster and all budgets.
- Prepare intuitive and comprehensible slide decks for monthly and other recurring briefings with stakeholders.
- Proactively identify and communicate potential financial issues before they become a problem.
Required Qualifications:
- Bachelor's degree in Finance, Accounting, Statistics, Mathematics, Management Information Systems, or Business Administration.
- Strong Microsoft Excel skills. Proficiency in other financials applications is a plus.
- Excellent analytical, strategic thinking, and problem-solving skills.
- Strong leadership and project management abilities.
- Effective communication and interpersonal skills, with the ability to articulate financial strategies and risks to non-financial stakeholders.
Desired Qualifications:
- Active DoD SECRET clearance or ability to obtain one.
- A minimum of 5 years of experience in financial management, with at least 2 years focused on cybersecurity or IT budgeting and financial planning.
- Strong understanding of cybersecurity principles and challenges, with the ability to translate technical risks into financial concepts.
- Experience working with Business Intelligence tools to design dashboards, reporting solutions, and data integration.
Applicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information.
Salary $80,000 to align with education and experience.
Applicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information.
Ignite Digital Services is a Small Business committed to providing exceptional service to government agencies at competitive prices. The capabilities and experience of our staff and our extensive industry relationships distinguish Ignite Digital Services among government contractors.
Ignite Digital Services is an EEO/AA/Disability/VETS Employer. Hiring, promotion, transfer, compensation, benefits, discipline, termination, and all other employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, national origin, citizenship/immigration status, veteran status, or any other protected status.
For individuals who would like to request an accommodation, please visit https://bit.ly/2XqZoLM (CA) or https://bit.ly/3Eo922f (SC) or contact Human Resources. Ignite Digital Services will not make any posting or employment decision that does not comply with applicable laws relating to labor and employment, equal employment opportunity, employment eligibility requirements or related matters. Nor will Ignite Digital Services require, in a posting or otherwise, U.S. citizenship or lawful permanent residency in the U.S. as a condition of employment except as necessary to comply with law, regulation, executive order, or federal, state, or local government contract.
AAP IDS, LLC - CA
AAP IDS, LLC - SC
AAP IDS, LLC - VA
OFCCP'S Pay Transparency Rule
EEO is the Law Poster
- 11 Days Ago
- Apollon Wealth Management
-
Mount Pleasant, SC
FULL_TIME
- Relationship Manager Reports to: Director of Practice Management Status: Exempt Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our idea...
- 28 Days Ago
- Apollon Wealth Management
-
Pleasant, SC
FULL_TIME
- Relationship ManagerReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal ...
- 1 Month Ago
- Bank of America
-
Goose Creek, SC
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 1 Month Ago
- Ignite Digital Services
-
Charleston, SC
OTHER
- Job Details Job Location: South Carolina - Charleston, SC Position Type: Full Time Salary Range: Undisclosed DescriptionAre you searching for an opportunity to take your career to the next level? Igni...
- 1 Month Ago
- First Horizon
-
Mount Pleasant, SC
FULL_TIME
- About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
- 27 Days Ago
- Current Active Filter
- Summerville, SC
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 SB Financial Services Relationship Manager jobs found in Summerville, SC area
- Bankers Life
-
Summerville, SC
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
North Charleston, SC
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
North Charleston, SC
- 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
- Henry Gordon - State Farm Agent
-
Summerville, SC
- Job Description Job Description Benefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for ...
- 4/21/2024 12:00:00 AM
- Bankers Life
-
Summerville, SC
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/21/2024 12:00:00 AM
- Northwestern Mutual
-
Summerville, SC
- Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach ...
- 4/19/2024 12:00:00 AM
- Modern Woodmen of America
-
Summerville, SC
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/18/2024 12:00:00 AM
- Modern Woodmen of America
-
Goose Creek, SC
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/18/2024 12:00:00 AM
About Summerville, South Carolina
were up 1.5% from a year ago