SB Financial Services Relationship Manager jobs in San Bernardino, CA

As an Assistant Manager, you would have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an active role in meeting all performance goals and metrics for the branch as defined by upper management. To do so, this position requires excellent customer service skills (both over the phone and in person), attention to details and a passion for sales. This position is responsible to help develop, assist, and participate in all marketing and collection efforts. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices.

After training, you will be expected to recommend and sell our financial products and other services to customers. You should have excellent communication skills to build strong relationships with not only our current customers, but also our potential ones. You will also help aid in executing marketing efforts within the local community to help generate sales and customer growth.

While growth is always important, so is collecting and lending in a responsible way. You'll be required to adhere to the Company's policies, procedures and all applicable federal and state regulations. You'll need to have the capabilities to maintain accurate cash controls and ensure company security procedures are executed. You must enter customer and transaction information accurately into the point of sales system and create and maintain accurate customer files with all required documentation. Perform and document collection calls and any other approved collection activities.

This position requires standing for long periods of time, lifting and carrying up to 20 lbs. Work may be performed indoors or outdoors as needed. Ability to operate a computer and point of sale system, calculator, copy machine and utilize employers filing system. You will also be responsible for maintaining a clean and welcoming customer environment, to include vacuuming, dusting, cleaning bathrooms and windows with provided cleaning supplies.