SB Financial Services Relationship Manager jobs in Lima, OH

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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Universal Banker- Defiance
  • SB Financial Group Inc.
  • Defiance, OH FULL_TIME
  • Education

    A high school diploma or equivalent.


    Experience

    A minimum of one (1) year of related experience preferred.


    Preferred Skills

    • Moderate reading, writing, and grammar skills.
    • Proficient analytical and mathematics skills.
    • Proficient communicative and interpersonal relations skills.
    • Proficient eye-hand coordination.
    • Ability to operate various office machines.
    • Ability to lift approximately fifty (50) lbs. of coin.
    • Visual and auditory skills.


    Role and Responsibilities

    Responsible for performing a variety of duties to support the customer service, sales, and paying and receiving function of the community office; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.


    ESSENTIAL DUTIES

    • Performs a variety of duties to support the customer service, sales, and paying and receiving function of the community office of which the following are illustrative:
    • Greets and serves customers in a friendly and courteous manner.
    • Maintains an awareness of new business opportunities with customers; offers relevant products and services to meet customer needs; actively refers customers to appropriate sales staff as appropriate.
    • Meets or exceeds established referral and sales goals for both business and consumer clients.
    • Handles customer concerns on statement reconciliation and other routine questions.
    • Maintains knowledge of current bank products and services
    • Processes changes to existing accounts as requested by clients.
    • Assists in banking center call efforts by reviewing, updating, and calling prospect lists regularly.
    • Accurately processes transactions, including various types of deposits, payments, transfers, etc. in a timely and professional manner.
    • Cashes checks within approved authority and operating policy.
    • Sells Cashier’s Checks and Money Orders.
    • Processes night deposits and mail deposits.
    • Maintains an approved level of cash; turns in excess and mutilated cash.
    • Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
    • Prepares transactions for scanning (i.e. branch capture, batch submission, etc.)
    • Minimizes risk of losses, including cash differences and other controllable losses.
    • Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc.
    • Demonstrates a working knowledge of State Bank’s security program.
    • Travel to other banking center locations as needed.
    • Performs other related duties as assigned.
    • Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
    • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
    • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Customer Identification Program (CIP), Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
    • Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
    • Constantly look for ways to improve processes that will improve the customer’s experience and communicate those ideas to management.
    • Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.


    Ancillary Duties

    • May be required, on occasion, to provide safe deposit box services to customers.
    • May be required to provide support in non-paying and receiving activities, e.g., new accounts, consumer loans, etc.
    • May be required to balance, replenish, and/or service ATM machines.
    • May be required to Process and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
    • Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.


    Physical Requirements:

    • Occasionally ascends/descends stairs to move through the different floors of the location.
    • Must be able to position self to accomplish tasks in various environments including tight and confined spaces.
    • Must be able to remain in a stationary position more than two-thirds of the time.
    • The person in this position needs to occasionally move about inside the office to accomplish tasks.
    • Occasionally adjust or move objects in all directions.
    • Frequently communicates with others to exchange information.
    • Constantly moves wrists, hands, and/or fingers.
    • Occasionally operate machinery and/or power tools.
    • Occasionally operates motor vehicles or heavy equipment.
    • Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
    • Occasionally exposed to outdoor elements such as precipitation and wind.
    • Sedentary work that primarily involves sitting/standing.
    • Occasionally has to move objects up to 50 pounds.

  • 11 Days Ago

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Seasonal Universal Banker Float- Defiance
  • SB Financial Group Inc.
  • Defiance, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 15 Days Ago

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Commercial Credit Analyst - E
  • SB Financial Group Inc.
  • Defiance, OH FULL_TIME
  • Education A B.S. or B.A. degree in Finance or a related field of study preferred; specialized financial analysis training. Experience A minimum of three (3) years of experience in financial analysis n...
  • 1 Month Ago

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Financial Services Office Manager/Receptionist
  • Golden Reserve LLC
  • Findlay, OH FULL_TIME
  • DescriptionGolden Reserve is looking for an experienced Regional Client Administrator (RCA). Our RCA is a mix of a Receptionist and an Office Manager. Unlike other financial institutions, this is NOT ...
  • 1 Month Ago

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$17 an hour- Security Officer- Defiance, OH (SB SO)
  • Per Mar Security Services
  • Defiance, OH FULL_TIME
  • Overview Work with the best! Per Mar Security, an industry leader in providing integrated security solutions, is seeking hardworking motivated people. Per Mar Security Services has been a family owned...
  • 16 Days Ago

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Financial Relationship Specialist - Celina, OH
  • Farm Credit Mid-America
  • Celina, OH FULL_TIME
  • Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secu...
  • 7 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Lima, OH area

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KFC Shift Manager
  • KBP Foods
  • Lima, OH
  • Join KBP Foods' KFC franchise as a Shift Manager and lead a dedicated team in delivering exceptional customer service at...
  • 3/28/2024 12:00:00 AM

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Licensed Practical Nurse (LPN) - Full-Time 12 Hour Shifts
  • Shawnee Manor
  • Lima, OH
  • Shawnee Manor has proudly served the Greater Lima region since 1977. Shawnee Manor is a place where our tradition of car...
  • 3/28/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Findlay, OH
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/26/2024 12:00:00 AM

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Financial Relationship Specialist - Celina, OH
  • The Judge Group
  • Celina, OH
  • Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Ar...
  • 3/26/2024 12:00:00 AM

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CUSTOMER SVC/SHIFT LEADER
  • Kroger
  • Lima, OH
  • Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and...
  • 3/26/2024 12:00:00 AM

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Financial Analyst II (FT Salaried)
  • Blanchard Valley Health System
  • Findlay, OH
  • PURPOSE OF THIS POSITION The Financial Planning Analyst II will function as the business partner, providing analytic sup...
  • 3/25/2024 12:00:00 AM

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Financial Counselor - Patient Financial Services - 24 hrs/wk.
  • Blanchard Valley Health System
  • Findlay, OH
  • PURPOSE OF THIS POSITION Provides support to patients and other departments with the day-to-day functions of the credit ...
  • 3/24/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Findlay, OH
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/24/2024 12:00:00 AM

Lima (/ˈlaɪmə/ LY-mə) is a city in and the county seat of Allen County, Ohio, United States. The municipality is located in northwestern Ohio along Interstate 75 approximately 72 miles (116 km) north of Dayton and 78 miles (126 km) south-southwest of Toledo. As of the 2010 census, the city had a population of 38,771. It is the principal city of and is included in the Lima, Ohio metropolitan statistical area, which is included in the Lima–Van Wert–Wapakoneta, OH, combined statistical area. Lima was founded in 1831. The Lima Army Tank Plant, built in 1941, is the sole producer of the M1 Abrams....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$64,980 to $85,451
Lima, Ohio area prices
were up 1.3% from a year ago

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