SB Financial Services Relationship Manager jobs in Middlesex, NJ

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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Loan Manager
  • Community Financial Services FCU
  • Roselle, NJ FULL_TIME
  • Loan Manager

    Community Financial Services Federal Credit Union is seeking a full time Loan Manager. The ideal candidate will have experience managing the loan department and overseeing all loan products including Home Loans, Auto Loan, Personal Loans and Credit Cards. To succeed in this role, you should demonstrate excellent communication and interpersonal skills.

    Responsibilities:

    • Create and implement policies and procedures to administer loan products

    · Interview, hire and train loan officers

    · Oversee procedures for all loans.

    · Supervise all areas of loan operations

    · Ensure that all loan officers are provided with updated information on loan policies and procedures.

    · Provide general information on credit union services, policies, interest rates and terms of loans; how dividends and interest are computed; and insurance coverages.

    · Interview, process and disbursement for all loans within policy

    · Perform loan processing which includes verifying income, calculating debt ratios, obtaining credit reports, verifying credit history.

    · Process paper workflow within the Loan Department, including; automobile titles and insurance; credit disability/life insurance/GAP Insurance

    · Disburse loans properly and accurately.

    · Refer and cross-sell credit union products and services to meet or exceed sales

    goals.

    · Research and resolve member questions, problems and concerns by telephone, written correspondence or in person.

    · Maintained positive professional relationships with members and coworkers

    · All other duties as assigned

    Requirements:

    • Minimum of three years of Lending experience
    • Solid understanding of local, state, and federal loan regulations
    • In-depth knowledge of computers and banking software
    • Strong communication and customer service skills
    • Must be able to work independently as well as within a team
    • Strong analytical and technical skills.
    • Ability to organize, coordinate, direct and execute assignments or projects

    Qualified candidates should send resume to admin@cfsfcu.com or fax to 908-245-1651

    Job Type: Full-time

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Roselle, NJ 07203: Relocate before starting work (Required)

    Work Location: In person

  • 14 Days Ago

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Relationship Banker - Colonia Financial Center
  • Bank of America
  • Colonia, NJ 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...
  • 4 Days Ago

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Wealth Relationship Manager
  • HSBC
  • Chatham, NJ FULL_TIME
  • Job description Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opport...
  • 1 Month Ago

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Financial Services Representative/Agent
  • New York Life
  • Edison, NJ FULL_TIME
  • Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming a Financial Professional to drive positive impac...
  • 16 Days Ago

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Patient Financial Services Supervisor
  • Allied Digestive Health
  • West Long Branch, NJ FULL_TIME
  • Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-...
  • 30 Days Ago

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Client Partner - Banking & Financial Services
  • Brillio
  • Edison, NJ OTHER
  • About Brillio: Brillio is one of the fastest growing digital technology service providers and a partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantag...
  • 1 Month Ago

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0 SB Financial Services Relationship Manager jobs found in Middlesex, NJ area

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State and Local Tax Financial Services Manager
  • PwC
  • New York, NY
  • A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you w...
  • 4/24/2024 12:00:00 AM

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Senior Manager, Financial Services - Data
  • Baringa
  • New York, NY
  • Senior Manager, Financial Services - Data About Baringa: We set out to build the world's most trusted consulting firm - ...
  • 4/24/2024 12:00:00 AM

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Tax Senior Manager- Financial Services
  • Spartan Placements LLC
  • New York, NY
  • Tax Senior Manager- Financial Services RESPONSIBILITIES: Develop and implement tax strategies to optimize tax efficiency...
  • 4/22/2024 12:00:00 AM

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Tax Manager - Financial Services - Wealth and Asset Management - Open US location
  • EY
  • New York, NY
  • At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture ...
  • 4/22/2024 12:00:00 AM

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Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 4/21/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • Parsippany-Troy Hills, NJ
  • As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advi...
  • 4/20/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • New York, NY
  • As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advi...
  • 4/20/2024 12:00:00 AM

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Data Project Manager, Financial Services
  • BIP.Monticello
  • New York, NY
  • Bip.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class...
  • 4/20/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$77,444 to $101,834
Middlesex, New Jersey area prices
were up 1.5% from a year ago

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