SB Financial Services Relationship Manager jobs in Oregon City, 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)

P
Relationship Manager -Retirement Solutions
  • Principal Financial Group
  • Portland, OR FULL_TIME
  • What You'll Do

    As a Relationship Manager within our Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators operating within our 10M - 25M market segment in the Portland, OR territory. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.
     
    Here are a few examples of the kinds of things you'll do:
    • Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.
    • Plan level health reviews.
    • Problem solving complex issues.

    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! Principal® named one of the 2024 World’s Most Ethical Companies by Ethisphere for the 13th time.

     

    Join us!


    Who You Are

    • Bachelor's degree or 8 years of equivalent experience required and 4 years retirement industry experience
    • Must become an associated person of Principal Securities, Inc
    • Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution)
    • Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
    • Must be assertive and entrepreneurial
    • Travel required - 20 - 25% (including day and overnight stays combined)

    Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment:

    • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
    • Resident Life and Health appointment must be attained.

    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)

    $95550 - $129150 / year
    Time Off Program

    Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
    Pension Eligible

    Yes
    Additional Information

    Location

    This position is remote within the Portland, OR territory.  We are open to candidates within reasonable driving distance.

     

    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 Asset Management 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

    5/6/2024
    Most Recently Posted Date

    5/6/2024

    LinkedIn Hashtag



    #LI-BS1
  • 2 Days Ago

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AmeriCredit Dealer Relationship Manager - Portland, OR Market
  • GM Financial
  • Portland, OR FULL_TIME
  • OverviewWhy AmeriCredit?We’ve spent the past 30 years creating a culture that’s second to none in the auto finance industry. Other employers only talk about their culture – we actually live it every d...
  • 8 Days Ago

A
Assistant Manager
  • American Consumer Financial Services, LLC
  • Portland, OR FULL_TIME
  • American Consumer Financial Services, LLC- Assistant Manager Are you looking for a stable, full-time position with career potential? If so, you’ve come to the right place! *Hiring Manager will be call...
  • 8 Days Ago

O
Financial Services Manager- The BMW Store
  • OpenRoad Auto Group
  • Vancouver, WA FULL_TIME
  • UNLIMITED POSSIBILITIES AHEAD. Position: Financial Services ManagerStatus: Sales Full-Time Dealership: The BMW StoreDepartment: Sales - Business Office We believe in doing good for our customers and f...
  • 14 Days Ago

R
Csr
  • Relationship Building EXPERTS wanted!
  • Portland, OR FULL_TIME
  • We're looking for someone curious, energetic, hard-working, highly motivated, and committed to providing superior customer service to clients and to assist in managing our team. This role is responsib...
  • Just Posted

O
Rigging Services Manager
  • ON Services
  • Portland, OR FULL_TIME
  • ON Site is the “in-house” division of ON Services, LLC, a leading national provider of live event production services, including audio, video, speaker services and content management, interactive tech...
  • 24 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Oregon City, OR area

K
Personal Banker - Gresham Mall
  • KeyBank
  • Gresham, OR
  • Location: 390 NW Burnside Rd - Gresham, Oregon 97030 Job Summary Be a problem solver, trusted advisor, and partner to th...
  • 5/9/2024 12:00:00 AM

K
Branch Manager - King City
  • KeyBank
  • Portland, OR
  • Location: 15805 SW 116th Avenue - King City, Oregon 97224 Job Summary Be a problem solver, trusted advisor, and partner ...
  • 5/9/2024 12:00:00 AM

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LEAD TAX AND FINANCIAL SERVICES COORDINATOR II - IMPUESTOS COMUNITARIOUS
  • METROPOLITAN FAMILY SERVICE
  • Gresham, OR
  • Job Details Job Location Impuestos CASH - Gresham, OR Position Type Full Time Education Level 4 Year Degree Salary Range...
  • 5/8/2024 12:00:00 AM

E
Director of Finance
  • El Programa Hispano Catlico
  • Gresham, OR
  • Become A Part of the El Programa Hispano Catlico Team El Programa Hispano Catlico (EPHC) is an organization that support...
  • 5/8/2024 12:00:00 AM

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TAX AND FINANCIAL SERVICES COORDINATOR
  • METROPOLITAN FAMILY SERVICE
  • Portland, OR
  • Job Details Job Location MFS STARK STREET - Portland, OR Position Type Full Time Education Level 4 Year Degree Salary Ra...
  • 5/8/2024 12:00:00 AM

C
Financial Services Client Coordinator
  • Cimmiyotti Financial
  • Clackamas, OR
  • Job Description Job Description Description: Join the close-knit, dedicated team serving investment management needs of ...
  • 5/7/2024 12:00:00 AM

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Investment Consultant - Wealth Management Advisory Center
  • U.S. Bank
  • Gresham, OR
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 5/7/2024 12:00:00 AM

E
Branch Office Administrator
  • Edward Jones
  • Tigard, OR
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/22/2024 12:00:00 AM

The town is divided into upper and lower areas. The lower area is on a bench next to the Willamette River. The upper area is atop a bluff composed of Canemah basalt, which flowed about 2.5 million years ago from a vent 7.5 miles (12 km) to the southeast in the Boring Lava Field. For many years, Indian trails connected the two levels, but stairs were built in the 19th century. In 1915 the town built the water-powered Oregon City Municipal Elevator to connect the two parts, which was converted to electricity in the 1920s. In 1952, a new electric elevator was constructed with the specification th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$71,812 to $94,424
Oregon City, Oregon area prices
were up 3.9% from a year ago

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