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)
Recruitment #: 443-06-23
Closes: Open until filled
Location: Salem, OR
Salary: Starting at $5,438 per month with excellent benefits. (See below)
Agency Sponsored: Medical/Dental 100% paid for employee and 90-98% for dependents, generous Paid-time off, Public Employee Retirement (PERS), Employee Assistance Plan, Long Term Disability, great culture.
Employee paid: Deferred Compensation, Life Insurance, Short Term Disability, Colonial Life Supplemental Plans, Legal Shield.
General Description
Meets Agency mission and vision by performing a wide range of advanced professional and analytical accounting activities in support of the Agency's Finance and Budget Manager. Serves as a technical resource to fiscal services staff.
Essential Functions
1. Support Finance and Budget Manager to meet goals and objectives
2. Perform advanced professional accounting activities and financial transactions in accordance with the generally accepted accounting principles (GAAP)
3. Serve as a technical resource to fiscal services staff and other agency personnel
4. Facilitate confidence in Financial Analyst, and therefore the Agency and programs
5. Protect consumers and reduce Agency risk
6. Provide excellent customer service in a professional manner
Job-Specific Skills Needed to Meet Agency Expectations
In order to best serve consumers, the Financial Analyst must have, know, or be able to learn:
General Skills needed to Meet Agency Expectations:
Supervisory Responsibilities:
None.
Minimum Qualifications – Experience and Education
A qualified applicant will have a minimum of six (6) years of equivalent combination of education and/or experience which demonstrates the knowledge, skills, and abilities required. The following qualifications meeting the minimum requirements will be considered:
Other requirements
To be successful, candidates must adhere to the following:
Work Environment/Physical Demands
This job is performed in the field, and in the office. It requires occasional travel to Agency offices, including local errands and driving an Agency car or employee car. Office work will be conducted using general office equipment and includes substantial sitting/standing and is performed primarily in a cubicle/office environment, with noise and interruptions, being on phones and working at a computer.
This job will typically be conducted during regular business hours.
These essential outcomes require regular sitting, walking, talking, hearing, computer use and writing; frequently required to use repetitive hand motion, handle or feel, and to stand, walk, reach, bend or lift up to 25 pounds.
Contact with the public in home or office environments may risk exposure to irrational/hostile behavior, contagious diseases, or contact with domestic animals.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Classification: Financial Analyst
Position Number:
Salary Range: UN25
FLSA Status: Non-Exempt
Unit: Administration
Location: Salem
Reports to: Finance and Budget Manager
Union Status: Non-represented
Last revision: June 2023
This job description is a general guide for the job to be performed and does not cover everything. Employees may be required to perform other duties, including covering for, and in, other offices. Employees are expected to follow and perform other job-related duties requested by their manager.
Reasonable accommodation will be made as needed.
Job descriptions are subject to change.
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