SB Financial Services Relationship Manager jobs in Louisville, KY

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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Audit - Manager - Financial Services
  • FORVIS
  • Louisville, KY FULL_TIME
  • General information
    Name
    Audit - Manager - Financial Services
    Posting Title
    Audit Manager | Financial Services
    Ref #
    2232126
    Date Published
    Monday, March 25, 2024
    City
    Louisville
    State
    Kentucky
    Country
    United States
    Job Category
    Audit/Assurance
    Department
    Audit
    Office
    Louisville KY
    Advertised Location
    US-IN-Evansville, US-KY-Louisville
    Working time
    Full Time
    Description & Requirements

    Our firm provides assurance services that go beyond the compliance function. Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses.If relationships are important to you and you identify with the People First culture at FORVIS, we would like to hear from you!

    How you will contribute:

    • Reviewing audit engagement procedures performed by the audit team in a timely and professional manner
    • Performing detailed audit procedures over various income statement and balance sheet accounts when necessary
    • Understanding client service relationships and how to utilize firm resources to provide unmatched client service to existing clients
    • Using technology tools proficiently in regular assignments and demonstrating a commitment to improving work processes through the use of technology
    • Demonstrating your ability to recognize problems and propose sensible solutions, with an appropriate balance between client needs and the firm's risk
    • Meeting assigned deadlines or budgets and providing advanced warning of any variances
    • Assisting with managing, developing, and coaching professional staff
    • Participating in board and audit committee meetings and presentations
    • Building personal referral sources and clientele while actively participating in team marketing opportunities

    We are looking for people who have Forward Vision and:

    • Experience managing multiple client engagements simultaneously
    • Advanced analytical and reasoning skills
    • Ability to travel to serve clients
    • Ability to prioritize and work independently in a fast-paced environment
    • Ability to communicate effectively with people of diverse backgrounds and experience levels, both verbally and in writing
    • Ability to maintain professional client relationships
    • A high level of knowledge ofcurrent audit and accounting concepts
    • A desire to provide mentorship and training to other professionals

    Minimum Qualifications:

    • Bachelor's degree in Accounting or a related field
    • At least 5 years of relevant audit experience
    • CPA license
    • Proficiency in Microsoft Office Suite
    #LI-EVS, #LI-LOU
    #LI-AD1

    FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

     

  • 24 Days Ago

F
Tax - Manager - Financial Services
  • FORVIS
  • Louisville, KY FULL_TIME
  • General information Name Tax - Manager - Financial Services Posting Title Tax Manager | Financial Services Ref # 2232129 Date Published Monday, March 25, 2024 City Louisville State Kentucky Country Un...
  • 25 Days Ago

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Assistant Store Manager
  • PLS Financial Services, Inc.
  • Louisville, KY FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 3 Days Ago

L
Branch Manager II
  • Lendmark Financial Services, LLC
  • Louisville, KY FULL_TIME
  • At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
  • 11 Days Ago

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Sales Support Associate – Entry Level Financial Services Sales
  • DPL Financial Partners
  • Louisville, KY FULL_TIME
  • Wanting to take the next step and advance in your sales career? Maybe you want a start in sales and are looking for the right opportunity that has a clear advancement path. Are you driven and motivate...
  • 1 Month Ago

B
Relationship Banker - Jeffersonville Financial Center
  • Bank of America
  • Albany, IN FULL_TIME
  • Job Description: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...
  • 7 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Louisville, KY area

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Louisville, KY
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/24/2024 12:00:00 AM

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Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
  • Department Of The Treasury
  • Louisville, KY
  • Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
  • 4/23/2024 12:00:00 AM

F
Audit Manager | Financial Services
  • Forvis
  • Louisville, KY
  • Description & RequirementsOur firm provides assurance services that go beyond the compliance function. Alongside the res...
  • 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
  • Louisville, KY
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL ACTIVITIESDIVISION? A description of the business units can be found...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent - MSP, 12 Month Roster, Temp Prom NTE 1 Year, MBE, MBMP
  • Department Of The Treasury
  • Louisville, KY
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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

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Supv Internal Revenue Agent (Abusive Transaction Grp Mgr)12 MONTH ROSTER,Temp NTE,MBE,MBMP
  • Department Of The Treasury
  • Louisville, KY
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
  • Department Of The Treasury
  • Louisville, KY
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

Louisville and Jefferson County have a combined area of 397.68 square miles (1,030.0 km2), of which 380.46 square miles (985.4 km2) is land and 17.23 square miles (44.6 km2) (4.33%) is covered by water. Louisville is southeasterly situated along the border between Kentucky and Indiana, the Ohio River, in north-central Kentucky at the Falls of the Ohio. Although situated in a Southern state, Louisville is influenced by both Southern and Midwestern culture. It is sometimes referred to as either one of the northernmost Southern cities or as one of the southernmost Northern cities in the United St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,986 to $86,767
Louisville, Kentucky area prices
were up 1.2% from a year ago

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