SB Financial Services Relationship Manager jobs in Salt Lake City, UT

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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Relationship manager
  • National Benefit Services, LLC
  • West Jordan, UT FULL_TIME
  • Job Description

    Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday.

    Wonderful working environment with opportunity for growth. This position is full time, hourly, and nonexempt.

    Duties

    • Build and maintain strong, long-lasting customer relationships
    • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors
    • Proactively assess, clarify, and validate customer needs on an ongoing basis
    • Manage a group of retirement plans and provide knowledge, expertise and customer care to all clients
    • Manage plan sponsor, advisor, and investment provider relationships
    • Manage multiple tasks, projects, and deadlines at the same time
    • Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
    • Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
    • Provide support for plan sponsors during IRS audits
    • Monitor benefit plan documents for adherence to applicable rules and regulations
    • Attend and facilitate department and company trainings
    • Gain extensive knowledge of retirement plans through RPF modules and TGPC 1 certification within 1 year of hire date
    • Must meet or exceed required level of key performance indicators (KPIs) in all measured areas
    • Perform other duties as assigned by supervisor or vice president

    Qualifications

    • Have excellent customer relation skills and the ability to foster and maintain effective relationships
    • Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
    • Able to learn quickly and have the ability to research complex problems independently
    • Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
    • Be professional and articulate in both verbal and written communication
    • Have strong computer skills including typing, proficiency in Microsoft Word, Outlook, and Excel
    • Able to comprehend and interpret IRS and DOL regulations
    • Able to work well within a team

    Education and Experience Bachelor's degree or equivalent experience preferred. 403(b), 457(b) or 401(k) plan experience is preferred.

    Physical Requirements This position requires the employee to be seated the majority of the work time.

    Note : The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified.

    Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

    Last updated : 2024-03-23

  • 3 Days Ago

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Public Finance Relationship Manager: SLC [Hybrid/WFH]
  • Enterprise Services
  • Salt Lake, UT FULL_TIME
  • Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions ...
  • Just Posted

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Financial Planner
  • J Financial Services
  • Kemmerer, WY PART_TIME
  • We are seeking a Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on i...
  • 3 Days Ago

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Non-ERISA Relationship Manager, Retirement Department
  • National Benefit Services, LLC
  • West Jordan, UT FULL_TIME
  • Job Description Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth...
  • 8 Days Ago

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Associate Financial Relationship Advisor
  • Wells Fargo
  • SALT LAKE CITY, UT FULL_TIME
  • About this role:Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of b...
  • 1 Month Ago

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Consumer Banking Program Manager, Square Financial Services
  • Block
  • Salt Lake, UT FULL_TIME
  • Company DescriptionBlock is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware...
  • 14 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Salt Lake City, UT area

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Salt Lake City, UT
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/25/2024 12:00:00 AM

Salt Lake City has an area of 110.4 square miles (286 km2) and an average elevation of 4,327 feet (1,319 m) above sea level. The lowest point within the boundaries of the city is 4,210 feet (1,280 m) near the Jordan River and the Great Salt Lake, and the highest is Grandview Peak, at 9,410 feet (2,868 m). The city is in the northeast corner of the Salt Lake Valley surrounded by the Great Salt Lake to the northwest, the steep Wasatch Range to the east, and Oquirrh Mountains to the west. Its encircling mountains contain several narrow canyons, including City Creek, Emigration, Millcreek, and Par...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$66,034 to $86,837
Salt Lake City, Utah area prices
were up 2.3% from a year ago

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