SB Financial Services Relationship Manager jobs in Monterey, CA

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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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Hollister, CA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    Job Description

    Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.

    They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.

    They also have access to an expansive set of products and solutions to better serve our business clients today and into the future.

    Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs.

    U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships.

    Basic Qualifications
    - Bachelor's degree, or equivalent work experience
    - Five to seven years of relevant experience

    Preferred Skills/Experience

    - Prior Commercial & Industrial experience

    - Experience working with SBA clients and prospects
    - Experience managing complex credit structures and loan requests larger than $2.5MM
    - Experience working with operating companies up to $25MM in annual revenue

    - Proven success developing new business and COIs

    - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
    - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
    - Demonstrated knowledge of commercial credit and credit quality
    - Agile and innovative approach to problem solving and decision making
    - Excellent verbal and written communication and presentation skills
    - Ability to work effectively with individuals and groups across the company to manage customer relationships
    - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts

    Location:
    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Benefits: 

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    • Healthcare (medical, dental, vision)

    • Basic term and optional term life insurance

    • Short-term and long-term disability

    • Pregnancy disability and parental leave

    • 401(k) and employer-funded retirement plan

    • Paid vacation (from two to five weeks depending on salary grade and tenure)

    • Up to 11 paid holiday opportunities

    • Adoption assistance

    • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    EEO is the Law

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

    E-Verify

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $114,325.00 - $134,500.00 - $147,950.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
  • 15 Days Ago

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SVP- Senior Relationship Manager
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: SVP- Senior Relationship Manager Location: Carmel Valley What you'll do: Responsible for providing advice and valuable financial solutions to complex C&I clients and prospects. Key responsi...
  • 1 Month Ago

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Patient Financial Services Specialist II
  • Natividad Medical Center
  • Salinas, CA FULL_TIME
  • Position Description Application materials will be reviewed in an ongoing basis until positions are filled. Please allow up to (2) two weeks for processing of application materials. (Postmarks and fax...
  • 23 Days Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • SALINAS, CA OTHER
  • Compensation RangeStarting Pay Rate: $19.00 - $22.00/hourly, DOE Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional ...
  • 8 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Salinas, CA FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 2 Days Ago

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Senior Vice President, Senior Relationship Manager - Aerospace and Defense
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: Senior Vice President, Senior Relationship Manager - Aerospace and Defense Location: Carmel Valley What you'll do: Responsible for providing advice and valuable financial solutions to compl...
  • 1 Month Ago

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0 SB Financial Services Relationship Manager jobs found in Monterey, CA area

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Salinas, CA
  • 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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Associate Personal Banker - Roving 101/152 Corridor District
  • Wells Fargo Bank
  • Watsonville, CA
  • Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our 'We...
  • 4/22/2024 12:00:00 AM

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Budget Financial Analyst II
  • Janus Of Santa Cruz
  • Santa Cruz, CA
  • Job Description Job Description Description: SummaryWe believe the role would place you in a highly energized environmen...
  • 4/22/2024 12:00:00 AM

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Associate, Finance, Strategy & Analysis, Partnerships
  • Netflix
  • Los Gatos, CA
  • Netflix is the world's leading streaming entertainment service with 260 million paid memberships in over 190 countries e...
  • 4/22/2024 12:00:00 AM

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Senior Billing Operations and Rate Analyst
  • Central Coast Community Energy
  • Monterey, CA
  • Salary : $91,548.00 - $140,844.00 Annually Location : Monterey, CA Job Type: Full-Time 1 Remote Employment: Flexible/Hyb...
  • 4/22/2024 12:00:00 AM

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NAF Support Manager NF-05
  • Army Installation Management Command
  • Monterey, CA
  • Summary This position is located within NAF Support Division Presidio of Monterey, CA. To better expedite the hiring pro...
  • 4/22/2024 12:00:00 AM

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Green & Gold Congressional Aide Program
  • House of Representatives
  • Monterey, CA
  • Summary This position is limited to Veterans, Gold Star Families, and Active-Duty Spouses desiring to serve as a paid Co...
  • 4/21/2024 12:00:00 AM

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Bakery Order Writer (Buyer / Inventory Replenishment)
  • Whole Foods Market IP, L.P.
  • Monterey, CA
  • Job Description Orders, replenishes and merchandises bakery, coffee, and juice products and participates in regional pro...
  • 4/21/2024 12:00:00 AM

Founded on June 3, 1770, Monterey (Spanish: Monterrey) was the capital of Alta California under both Spain and Mexico until 1850. Monterey hosted California's first theater, public building, public library, publicly funded school, printing press, and newspaper. Monterey was the only port of entry for taxable goods in California. In 1846, the U.S. flag was raised over the Customs House, and California became part of the United States after the Mexican–American War. The city is located in Monterey County in the U.S. state of California, on the southern edge of Monterey Bay on California's Cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$76,616 to $100,744
Monterey, California area prices
were up 2.5% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020