SB Financial Services Manager jobs in Allentown, PA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

Recently Added SB Financial Services Manager jobs

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Financial Advisory Branch Manager
  • D13 Wells Fargo Clearing Services, LLC
  • Allentown, PA FULL_TIME
  • About this role: Wells Fargo is seeking a Financial Advisory Branch Manager, Non-Producing in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Manage and develop team of individual contributor roles with low to moderate complexity and risk in Financial Advisory functional area Manage the branch profit and loss statement, develop the branch business plan and look for opportunities to grow the branch Identify and recommend opportunities for compliance, regulatory, and administrative issues relating to the branch Responsible for promoting the firms image in the community Make decisions and resolve issues regarding resources, objectives and operations of Financial Advisory functional area to meet business objectives Interpret and develop the firm policies and procedures, brokerage operations standards, and governing bodies regulatory roles and regulations Collaborate with and consult with peers, colleagues and multiple level managers Serve as a financial advisor for a limited number of personal clients Manage allocation of people and financial resources for Financial Advisory Mentor and guide talent development of direct reports and assist in hiring talent This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4 years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2 years of leadership experience Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Strong verbal, written, and interpersonal communication skills Life & Health Insurance licenses Ability to interact with all levels of an organization Leadership or management experience, including coaching and developing financial advisors Ability to grow and develop a team while promoting diversity and inclusion Experience previously managing a book of business Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance. Registration for FINRA Series 65 (or 66) must be completed within a 90-day time period if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Designated insurance license requirements must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. Compliance with state law requirements is required. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship. Posting Location: 4905 W Tilghman St Fl 3, Allentown PA Posting End Date: 22 Feb 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
  • 14 Days Ago
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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Harleysville, PA OTHER
  • Overview Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderto...
  • 1 Day Ago
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Financial Client Services and New Business Processing
  • ASC Financial Group
  • Allentown, PA FULL_TIME
  • Financial Client Services and New Business Processing Want the opportunity of a lifetime with no downside risk? Rapidly growing, local Financial Planning Firm is seeking a motivated candidate to join ...
  • 1 Month Ago
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Financial Advisory Branch Manager - Producing (LO)
  • D13 Wells Fargo Clearing Services, LLC
  • Allentown, PA FULL_TIME
  • About this role: Wells Fargo is seeking a Financial Advisory Branch Manager, Producing (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and l...
  • 26 Days Ago
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Branch Manager
  • OneMain Financial
  • Tamaqua, PA FULL_TIME
  • PUT YOUR CAREER IN MOTION AS A BRANCH MANAGER As a OneMain Branch Manager, you will create an outstanding environment—a place where people enjoy coming to work and making a positive impact in the comm...
  • 9 Days Ago
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Director of Financial Aid Services
  • Moravian University
  • Bethlehem, PA FULL_TIME
  • SUPERVISION RECEIVED: Works under the direction of the Executive Director of Operations & Financial Aid. SUPERVISION EXERCISED: Supervises the entire Financial Aid staff. POSITION SUMMARY: Moravian Un...
  • 25 Days Ago
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0 SB Financial Services Manager jobs found in Allentown, PA area

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Financial Representative
  • Modern Woodmen of America
  • Allentown, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM
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Senior Pricing Analyst
  • Benco Dental
  • Allentown, PA
  • Benco Dental Senior Pricing Analyst Allentown , Pennsylvania Apply Now START YOUR APPLICATION (https://apply.hrmdirect.c...
  • 4/22/2024 12:00:00 AM
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Compliance Officer
  • PeopleSolutionsNOW
  • Allentown, PA
  • Title: Director of Compliance Employer: MassMutual Greater Philadelphia Search Firm: PeopleSolutionsNOW Salary 80,000-12...
  • 4/21/2024 12:00:00 AM
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Financial Service Cashier (Valley Forge Casino) - $13.75/hr - Night Shift
  • Everi
  • King Of Prussia, PA
  • The Financial Services Cashier will provide excellent customer services while cashing checks, processing credit and debi...
  • 4/21/2024 12:00:00 AM
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Compliance Officer
  • Peoplesolutionsnow
  • Allentown, PA
  • Title: Director of Compliance Employer: MassMutual Greater Philadelphia Search Firm: PeopleSolutionsNOW Salary 80,000-12...
  • 4/21/2024 12:00:00 AM
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Financial Representative
  • Modern Woodmen of America
  • Allentown, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/20/2024 12:00:00 AM
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Financial Services Professional
  • Bankers Life
  • Allentown, PA
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/20/2024 12:00:00 AM
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Financial Representative
  • Modern Woodmen Of America
  • Allentown, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/20/2024 12:00:00 AM
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About Allentown, Pennsylvania

Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$170,080 to $231,687
Allentown, Pennsylvania area prices
were up 1.5% from a year ago
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What does an SB Financial Services Manager do?

SB Financial Services Manager in Atlanta, GA
On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
February 17, 2020
SB Financial Services Manager in Pittsfield, MA
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 22, 2020
SB Financial Services Manager in Abilene, TX
Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
February 24, 2020