SB Financial Services Manager jobs in San Bernardino, CA

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)

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Assistant Manager - CA
  • PH Financial Services, LLC
  • San Bernardino, CA FULL_TIME
  • As an Assistant Manager, you would have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an active role in meeting all performance goals and metrics for the branch as defined by upper management. To do so, this position requires excellent customer service skills (both over the phone and in person), attention to details and a passion for sales. This position is responsible to help develop, assist, and participate in all marketing and collection efforts. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices.

    After training, you will be expected to recommend and sell our financial products and other services to customers. You should have excellent communication skills to build strong relationships with not only our current customers, but also our potential ones. You will also help aid in executing marketing efforts within the local community to help generate sales and customer growth.

    While growth is always important, so is collecting and lending in a responsible way. You'll be required to adhere to the Company's policies, procedures and all applicable federal and state regulations. You'll need to have the capabilities to maintain accurate cash controls and ensure company security procedures are executed. You must enter customer and transaction information accurately into the point of sales system and create and maintain accurate customer files with all required documentation. Perform and document collection calls and any other approved collection activities.

    This position requires standing for long periods of time, lifting and carrying up to 20 lbs. Work may be performed indoors or outdoors as needed. Ability to operate a computer and point of sale system, calculator, copy machine and utilize employers filing system. You will also be responsible for maintaining a clean and welcoming customer environment, to include vacuuming, dusting, cleaning bathrooms and windows with provided cleaning supplies.

    Qualifications

    High School diploma or equivalent

    Previous experience in banking/financial industry, food and hospitality, or sales preferred

    Eager to learn

    Incentives

    At PH Financial Services we enjoy providing a growing number of incentives to our staff each year. We also vow to keep your Health, Safety and Family as our top priority as we are fiercely committed to our employees. Below are just some of our incentives, initiatives and programs which give rewards to our employees for their efforts!

    Employee Recognition Programs:

    Every month we recognize top performers across the company and call them out with special recognition and rewards in key areas of performance!

    • Top Sales Rewards
    • Top Growth Rewards
    • Top Compliance & Audit Rewards
    • Top Praise and Review Rewards
    • Bravo Awards for Above & Beyond Service
    • Top Collections Rewards
    • Free Lunch Rewards

    Monthly Bonus Programs:

    All Full-time employees, at our stores have the ability to earn a monthly bonus!

    Paid Time Off (PTO):

    • 5 PTO days your first year of employment, you can start using accrued hours after 90 days
    • PTO day for your Birthday
    • 7 Paid Holidays per year
      • **This is 13 days off your first year!
    • 18 PTO days after 5 years of service!

    Optional Benefits with a Company Contribution

    • Medical, Employer & Employee Paid
    • Dental, Employer & Employee Paid
    • Vision, Employer & Employee Paid
    • Long Term Disability Employer Paid
    • Life / AD&D Insurance Employer Paid up to $15K

    Optional Employee Paid Benefit Offers

    • Additional Voluntary Life Insurance Employee Paid up to 100K in additional employee coverage
    • Additional LT Disability Insurance Employee Paid
    • Flexible Spending Account Employee Paid
    • Short Term Disability, Hospital, Accident, & Critical Illness Plans offered by Aflac 100% Employee covered

    Employee may also look forward to also receiving the following:

    • Performance Based Annual Reviews and Merit Increase eligibility
    • Company sponsored events (Shrimp boils, Sporting events, Holiday gatherings)
    • Mileage reimbursements for work travel.
    • Access Perks- exclusive membership to daily discounts (travel, restaurants etc.)

    APPLY NOW to start your journey with PH!

  • 18 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • Rimforest, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 16 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • skyforest, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 16 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • blue, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 16 Days Ago

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Financial Services Specialist
  • Loma Linda University Health
  • Loma Linda, CA FULL_TIME
  • Job Summary: The Financial Services Specialist coordinates the accurate and complete registration for patients of all reimbursement types. Is responsible for verifying eligibility and benefits for bot...
  • 2 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • rialto, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 14 Days Ago

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0 SB Financial Services Manager jobs found in San Bernardino, CA area

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/26/2024 12:00:00 AM

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Internal Revenue Agent (Tax Exempt Bonds Agent - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE TAX EXEMPT AND GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found...
  • 4/25/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

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AMENDED - Internal Revenue Agent (Tax Computation Specialist - Examiner) 12 MONTH ROSTER
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent- Senior Revenue Agent (Examiner), 12-month Roster
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent - Examiner) - 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water. The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$178,179 to $242,720
San Bernardino, California area prices
were up 3.0% from a year ago

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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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