SB Financial Services Manager jobs in Charlotte, NC

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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Extension Specialist - Regional Manager
  • ncsu-sb
  • Charlotte, NC FULL_TIME
  • Overall: The Regional Manager is responsible for developing relationships with clients in a variety of industries by connecting with key decision makers and stakeholders. Regional Managers coordinate with customers and internal teams to ensure the timely and successful delivery of solutions according to customer needs. The Regional Manager establishes and develops client accounts to initiate and maintain long-term relationships. The Regional Manager is familiar with a variety of sales concepts, practices and processes. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. A wide degree of creativity and latitude is expected.Client Engagement and Sales: Regional Managers are members of the Business Development unit. Regional Managers are responsible for servicing multiple client accounts and being the point of contact between IES and its prospects or clients and have a range of responsibilities including identifying and educating prospective clients while supporting existing clients with information and assistance that relates to products and services. They work closely with other Regional Managers and IES Staff to follow up on leads, answer customer questions and meet their sales quotas. Regional Managers are responsible for communicating the benefits of IES Services in order to drive sales.The Regional Manager’s objective is to be a Trusted Advisor to the client to ensure optimal outcomes are achieved. This requires the use of assessments as a tool for discovery and understanding the client’s business and pain points. Then offering solutions that are provided by IES or our partners. The Regional Manager must be comfortable interacting with all levels within an organization, including C-level executives.Partnerships: The Regional Manager is responsible for being the IES contact for specific region(s) within North Carolina. This responsibility includes visiting businesses, establishing contacts with community colleges, regional economic developers, community leaders, state leaders and establishing long-term relationships. The Regional Manager will attend meetings, generate presentations and provide information on IES services as needed.Leadership: The Regional Manager is responsible for one or more geographic regions in North Carolina. There is latitude given to manage the region in the most effective manner to meet the established goals for the region. The Regional Manager may occasionally be asked to assist with recruiting IES staff.Promotion: The Regional Managers promote all IES services, not only for a specific product area, but for the entire range of services to support IES clients. The Regional Manager must understand the services IES offers in order to advise clients on the best options to achieve their desired outcomes. This is achieved by being educated on the services offered and through onsite visits, networking, presentations, marketing materials, and educational programs.Economic Impact: The Regional Manager supports the efforts to administer an objective evaluation system that measures the impact of IES programs for the economic benefit of our clients and state of North Carolina. This includes ensuring the client understands the economic impact of the services from the beginning, then confirming the economic impact after services have been provided. The Regional Manager supports both the survey process and the production of annual or other reports of program impact that are distributed to stakeholders at the federal, state and local levels.Administration: The Regional Manager has administrative duties that include proposal development, entering data/information into the IES SalesForce CRM system, submitting travel authorizations/reimbursements, managing their schedule and generating reports as needed. This position is required to regularly attend meetings and travels as required by the client, Product Leader, Director/Manager, and the IES Executive Director.Other responsibilities include, but are not limited to the following:This position typically provides front-line day-to-day contact with IES’s clients and partners by interacting and providing IES services in person, onsite or virtually.This position will also provide support so that IES may reach its stated short-term and long-term goals.Perform other duties as assigned.
  • 18 Days Ago
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Sales Manager
  • PNC Financial Services Group
  • Concord, NC FULL_TIME
  • JOB SUMMARY The Sales Manager is responsible for motivating and directing a commissioned sales team to meet dealership sales goals and objectives while creating positive customer experiences. ESSENTIA...
  • 20 Days Ago
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Manager - Financial Services
  • Candidate Experience site
  • Charlotte, NC FULL_TIME
  • Job Summary Verifies the completeness and accuracy of the departmental segment of financial statements, annual budgets and operating reports prepared for members of the leadership team. Ensures the ef...
  • 20 Days Ago
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Audit - Manager - Financial Services
  • FORVIS
  • Charlotte, NC FULL_TIME
  • General information Name Audit - Manager - Financial Services Posting Title Audit Manager | Financial Services Ref # 2229917 Date Published Tuesday, February 20, 2024 City Charlotte State North Caroli...
  • 2 Months Ago
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CG Advisor Network Relationship Manager
  • CG Financial Services
  • Charlotte, NC FULL_TIME
  • Job Title: Advisor Services Relationship Manager Position Overview We are seeking a dynamic and experienced Relationship Manager to join our team and serve as a crucial link between our investment com...
  • 23 Days Ago
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Financial Advisory Manager (CPA Required)
  • Guidant Financial
  • Concord, NC FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
  • 12 Days Ago
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0 SB Financial Services Manager jobs found in Charlotte, NC area

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Charlotte, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Charlotte, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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AVP, Acquisition Strategy
  • Synchrony Financial
  • Charlotte, NC
  • Job Description: Role Summary/Purpose: Reporting to the VP, Credit Acquisitions Strategy, the AVP Credit Acquisitions St...
  • 4/16/2024 12:00:00 AM
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AVP, Deposits Risk
  • Synchrony Financial
  • Charlotte, NC
  • Job Description: Role Summary/Purpose: This role will contribute to consumer compliance and operational risk oversight o...
  • 4/16/2024 12:00:00 AM
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Operational Specialist
  • Linden Thomas and Company
  • Charlotte, NC
  • About Us: Linden Thomas & Company is a dynamic and growing independent wealth management firm dedicated to serving the i...
  • 4/14/2024 12:00:00 AM
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Financial Analyst (Project-Construction)
  • Mosaic Development Group
  • Charlotte, NC
  • Job Description Job Description Qualifications: Advanced computer skills (Microsoft Office) including spreadsheet, datab...
  • 4/14/2024 12:00:00 AM
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Financial Service Processor (Remote)
  • TCWGlobal
  • Charlotte, NC
  • Job Description Job Description Financial Service Processor (Remote) Remote; Must be US Based $15.62 hr (Weekly pay + Be...
  • 4/13/2024 12:00:00 AM
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Data Business Analyst, Financial Services
  • BIP.Monticello
  • Charlotte, NC
  • Bip.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class...
  • 4/13/2024 12:00:00 AM
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About Charlotte, North Carolina

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$163,669 to $222,953
Charlotte, North Carolina area prices
were up 1.5% from a year ago
View detail

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