SB Financial Services Relationship Manager jobs in Lake Oswego, OR

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)

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Financial Services Marketing Consultant
  • Principal Financial Group
  • Oswego, OR FULL_TIME
  • What You'll Do

    As a Financial Services Marketing Consultant – Lake Oswego, OR regional sales office, you'll assist management and advisors in developing and implementing marketing programs as well as support materials that will enable advisors and management to effectively penetrate target segments to attract new business and maintain existing business. You'll also track marketing activities of advisors and offices within the business center region, implement and execute advisor marketing programs, and support business center marketing programs and local branding activities.

     

    Here are examples of the kinds of things you'll do:

    • Ensure producer marketing program and tools are promoted and implemented with all advisors. Serve as an advocate for advisors and business centers by partnering with regional marketing consultants and internal contacts to acquire resources needed for advisors to improve business development efforts and meet financial objectives.
    • Assist management or advisors in developing and implementing marketing programs and support materials that will enable advisors and management to effectively penetrate target segments in order to attract new business and maintain existing business. Track marketing activities of advisors and offices within the business center region.
    • Execute on business center goals. Assist in carrying out the necessary marketing activities. This may also include event-planning and internal newsletter production in support of the culture.

    Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!


    Who You Are

    • High school diploma or equivalent.
    • Good understanding of the business use of social media platforms including, but not limited to: LinkedIn, Facebook, Twitter and YouTube.
    • Strong business sense and ability to understand and apply marketing strategies and systems. 
    • Strong written and oral communication, organizational and relationship building skills.
    • Proactive and determined, ability to prioritize assignments, adapt to changing priorities and able to work under pressure.
    • Proficient knowledge of Microsoft Office Suite.

    Skills That Will Help You Stand Out

    • Expertise in marketing strategies; proven track record to innovate, empower, and generate effective marketing programs.
    • 4 years related experience in marketing and sales support; financial services experience is a plus.
    • Experience with Salesforce and/or other CRM platforms is highly preferred.

    Salary Range Information

    Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
    Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

    $25.75 - $34.83 / hour
    Time Off Program

    Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
    Pension Eligible

    Yes
    Additional Information

    Work Authorization/Sponsorship

    At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

    Nonimmigrant Workers and Green Card for Employment-Based Immigrants

    Investment Code of Ethics

    For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

    Experience Principal

    While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

    Principal is an Equal Opportunity Employer

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


    Posting Window

    We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
    Original Posting Date

    3/20/2024
    Most Recently Posted Date

    3/20/2024

    LinkedIn Hashtag



    #LI-BS1
  • Just Posted

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Relationship Manager - OR
  • Global Payments
  • Beaverton, OR FULL_TIME
  • Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningf...
  • 12 Days Ago

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Relationship Manager - OR
  • Heartland Payment Systems LLC
  • Beaverton, OR FULL_TIME
  • Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningf...
  • 12 Days Ago

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Relationship Manager
  • Redwood Trust Inc
  • Oswego, OR FULL_TIME
  • CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental propertie...
  • 1 Month Ago

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Relationship Banker, Lloyd Center Financial Center
  • OneTen
  • Portland, OR FULL_TIME
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...
  • 9 Days Ago

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Treasury Relationship Manager
  • WaFd Bank
  • Portland, OR FULL_TIME
  • MinUSD $80,000.00/Yr. MaxUSD $120,000.00/Yr. Job Summary This position is responsible for assessing client Treasury Management and business deposit product needs; attending sales calls with prospectiv...
  • 23 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Lake Oswego, OR area

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Finance/Business Manager - Volcano Harley-Davidson
  • Volcano Harley-Davidson
  • Gladstone, OR
  • Job Title: Business Manager Department: Business/F&I Supervisor: General Sales Manager and/or General Manager Summary De...
  • 3/28/2024 12:00:00 AM

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SENIOR ACCOUNTANT/ACCOUNTING MANAGER
  • Milestone Property Management
  • Portland, OR
  • Job Description Job Description Milestone Property Management is looking for a full-time Senior Accountant/Accounting Ma...
  • 3/28/2024 12:00:00 AM

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Personal Banker - Roving Oregon Trail District
  • WELLS FARGO BANK
  • Lake Oswego, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Oregon Trail District
  • WELLS FARGO BANK
  • Portland, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Oregon Trail District
  • WELLS FARGO BANK
  • Tualatin, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Oregon Trail District
  • WELLS FARGO BANK
  • West Linn, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Sr. Financial Analyst - Financial Planning & Analysis- REMOTE
  • CAVA
  • Portland, OR
  • Company Profile: At CAVA, we make it deliciously simple to eat well and feel good every day. We are guided by a Mediterr...
  • 3/27/2024 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
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 11.35 square miles (29.40 km2), of which, 10.68 square miles (27.66 km2) is land and 0.67 square miles (1.74 km2) is water. That area does not include the more than 1,100 acres (4.5 km2) of unincorporated land within the urban services boundary as defined by Clackamas County. Oswego Lake is a lake, originally named Waluga (wild swan) by Clackamas Indians which has been expanded is and currently managed by the Lake Oswego Corporation. The lake supports watercraft, and a dock floats at the lake's east end where boaters ca...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$71,713 to $94,305
Lake Oswego, Oregon area prices
were up 3.9% from a year ago

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