SB Financial Services Relationship Manager jobs in Utica, NY

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)

C
Business Financial Professional I
  • Chiron Technology Services, Inc.
  • Maryland, NY OTHER
  • Overview

    Chiron Technology Services, Inc. currently has a Business Financial Professional I opportunity in the Annapolis Junction, MD area. An active TS/SCI w/Polygraph Clearance is required for this position.

     

     

    Assist in the execution of the Program’s Budget through the creation/maintenance of spend plans, requisitions and their supporting documents. Coordinate financial data with appropriate Government officials, such as Business Financial Managers, Program Managers, Contract Managers, Contracting Officers and Contracting Specialists. Contribute to the maintenance of current resources to support the day-to-day mission activities.

     

    Capabilities: 

    • Assist with the validation/completion of Unliquidated Obligations (ULOs).
    • Assist the Government Business Contract Management Offices with conducting End of the Year activities and the completion of the Actual data calls.
    • Enter requisitions in the NSA’s financial management system that include all necessary information and documentation (PSC#, PAR, SPAT, BER#, Acq Sec# etc.)
    • In NSA’s financial management system, prepare non-complex Military Interdepartmental
    • Purchase Requests (MIPR) and Economy Act Orders (EAO) and their associated requisitions.
    • Process incoming MIPRs and EAOs using standard BM&A process to ensure Agency acceptance.
    • Create and maintain spend plans in the Agency’s financial management system to document Government-specified requirements.
    • Modify requisitions and associated documentation to comply with Contracting’s guidance to assist in the obligation of funds.
    • Assist Government Program Managers (GPMs) in tracking requirements through execution by tracking and monitoring requisitions through the approval and certification process and to the subsequent destination (either Contracting’s database or the receiving entity).
    • Pull financial reports/data from Agency systems such as FACTS, CMIS, EDSS, and CDW.
    • Utilize established NSA acquisition and financial management policies, procedures, regulationsand tools.

    Requirements:

    • Four (4) years of DoD, IC, or 6 (six) years of combined DoD, IC and commercial experience in purchasing or finance required.
    • NSA’s financial management system and its interfaces (currently FACTS, CMIS and CDW) experience is preferred.
    • In lieu of two (2) years of experience, an undergraduate degree with a business focus is acceptable.
    • Proficiency with Microsoft Excel to include creating formulas and pivot tables is required.

     

    We are an EEO/AA Employer. We do not discriminate in hiring on the basis of race, color, national origin, sex, gender identity, sexual orientation, religion, age, disability, protected veteran status, or any other characteristic protected by federal, state or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@chirontech.com, and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.

  • 16 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Utica, NY 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 Mana...
  • 5 Days Ago

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Financial Center Manager
  • AmeriCU Credit Union
  • Lowville, NY FULL_TIME
  • Financial Center Manager Location - Lowville, NY Starting Annual Salary - $63,085 to $78,857. Actual starting salary will depend on experience. Position is Incentive & Bonus eligible Who Are We? Ameri...
  • 1 Day Ago

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Assistant Financial Center Manager
  • AmeriCU Credit Union
  • Yorkville, NY FULL_TIME
  • Assistant Financial Center Manager Location: 4957 Commercial Drive, Yorkville, NY 13495 $52,855/year to $66,069.99/year actual rate will depend on experience Position is incentive eligible! Position T...
  • 11 Days Ago

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Financial Center Manager
  • AmeriCU Credit Union
  • Yorkville, NY FULL_TIME
  • Financial Center Manager 4957 Commercial Drive Yorkville, NY 13495 Starting Range for this position - $68,819.78 to $86,024.73, actual starting pay will depend on experience. Who Are We? AmeriCU is a ...
  • 28 Days Ago

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Student Financial Services Liaison - SUNY Polytechnic Institute
  • SUNY Polytechnic
  • Utica, NY FULL_TIME
  • Location: Utica, NY Category: Professional Posted On: Fri Sep 29 2023 Job Description: Description of Duties: The primary responsibility is to counsel students on the integration of the student's bill...
  • 18 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Utica, NY area

Utica (/ˈjuːtɪkə/ (listen)) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 95 miles (153 kilometers) northwest of Albany, 55 mi (89 km) east of Syracuse and 240 miles (386 kilometers) northwest of New York City . Utica and the nearby city of Rome anchor the Utica–Rome Metropolitan Statistical Area, which comprises all of Oneida and Herkimer counties. Formerly a rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,781 to $89,127
Utica, New York area prices
were up 1.5% from a year ago

SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020