SB Financial Services Relationship Manager jobs in San Diego, 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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Human Resource Client Services Manager
  • Flores Financial Services Inc
  • Santee, CA FULL_TIME
  • Title: Human Resources Client Services Manager

    Reports to: Director of HR Client Services

    Status: Exempt

    Pay Range:( $64,480-$90,000 salaried)

    Benefits: Medical, Dental, Vision, SIMPLE IRA (3% employer match) Flexible schedules, remote opportunities, MGR Bonus Program)

    Summary Description

    The Human Resources Manager (HRM) plans, directs, and coordinates the administrative functions of an organization. The HRM is also responsible for overseeing department day-to-day functions and managing employees to ensure outstanding service is given to clients. The HRM also provides consultation to clients and managing a variety of HR related areas to ensure compliance. They help contribute to the development of the HR department's goals, objectives, and systems. Identifying issues, suggesting potential solutions and ensuring the procedures are carried out and comply with employment law and regulations are held in high regard by the Human Resources Client Services Manager.

    Essential Job Functions

    • Responsible for overseeing data entry into HRIS, compensation, benefits administration and record keeping
    • Developing and updating employee handbooks, Injury and Illness Prevention Plans, safety handbooks, managers' handbooks and all HR forms for new clients
    • Assists in development and implementation of personnel policies and procedures
    • Assists in evaluation of reports, decisions, and results of department in relation to established goals. Recommends new approaches, policies, and procedures to effect continual improvements in efficiency of department and services performed
    • Assisting clients with employee issues - offering advice and explaining the law
    • Answering employee questions, resolving employee problems and complaints
    • Responsible for overseeing workers' compensation claims and working with claims adjusters, employees and clients
    • Oversee assigned HR employees to ensure accuracy, timeliness and development of work
    • Trains HR employees on new duties, assigns tasks and projects as necessary
    • Publicize job openings and screen applications. Partake in interview and selection process
    • Participate in webinars/seminars to maintain knowledge of HR practices
    • Conduct trainings such as manager training, harassment training and new hire orientations, etc.
    • Assist with the onboarding/offboarding of HR clients.
    • Working knowledge of payroll platform and the integration of it with the HRIS
    • Maintain confidentiality of clients
    • Perform other duties as assigned

    Knowledge, Skills and Abilities

    • Possesses comprehensive knowledge of both Federal and State labor laws
    • Effective oral and written communication skills. Bilingual abilities are valued
    • Strong knowledge of various employment laws and practices.
    • Experience in administration of benefits and other HRIS programs.
    • Excellent interpersonal and organizational skills.
    • Must be able to identify and resolve problems in a timely manner.
    • Must be able to gather and analyze information skillfully.
    • Proficiency with basic Microsoft Office applications and HRIS
    • Ability to follow pre-established guidelines to perform a variety of functions
    • Ability to follow professional appearance and dress code guidelines
    • Ability to communicate effectively and professionally with clients and others
    • Professional in Human Resources (PHR) required
    • Professional in Human Resources in CA (PHR - CA) preferred
    • Associates or Bachelors degree in related area required
    • Minimum of three years experience valued
    • Ability to work independently

    IMPORTANT DISCLAIMER NOTICE


    The job duties, elements, responsibilities, skills, functions, experience, education factors, and the requirements and conditions listed in this job description are representative only and are not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

  • 21 Days Ago

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Accounting Manager
  • Flores Financial Services Inc
  • Santee, CA FULL_TIME
  • Title: Accounting Manager Reports to: Director of Accounting Status: Exempt Pay Range: ($64,480-$90,000 salary) Benefits: Medical, Dental, Vision, SIMPLE IRA (3% employer match) Flexible schedules, re...
  • 21 Days Ago

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Senior Relationship Manager/ Retirement Plan Services Fiduciary Officer
  • First American
  • San Diego, CA FULL_TIME
  • Who We AreJoin a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, an...
  • 1 Month Ago

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Client Services Representative
  • triumph financial
  • San Diego, CA FULL_TIME
  • Position Summary:The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibili...
  • 12 Days Ago

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Client Services Associate - Financial Services
  • Dunham & Associates Investment Counsel, Inc.
  • San Diego, CA FULL_TIME
  • CLIENT SERVICES ASSOCIATE - FINANCIAL SERVICESDunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of ...
  • 10 Days Ago

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Sr Relationship Manager
  • Pacific Premier Bank
  • San Diego, CA FULL_TIME
  • DescriptionThe Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships. The incumbent in this position will provide expert l...
  • 18 Days Ago

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

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Manager, Patient Financial Services - Hospital Onsite
  • Guidehouse
  • San Marcos, CA
  • What You Will Do The Patient Financial Service Manager Hospital Onsite is responsible for supervising the PFS staff in a...
  • 4/25/2024 12:00:00 AM

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Senior Treasury Analyst - Semi-Remote
  • Advice Personnel
  • San Diego, CA
  • Senior Treasury Analyst Semi-Remote Position Summary We are seeking a Senior Treasury Analyst to support a rapidly growi...
  • 4/25/2024 12:00:00 AM

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Epicor Financial Consultant
  • Equal Parts
  • San Diego, CA
  • Are you ready to take a leadership role within a dynamic team of technology consultants? Cre8tive Technology & Design is...
  • 4/25/2024 12:00:00 AM

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AVP - Payment Operations
  • California Coast Credit Union
  • San Diego, CA
  • The Assistant Vice President (AVP) of Payment Operations is accountable for monitoring, analyzing, making recommendation...
  • 4/25/2024 12:00:00 AM

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Financial Planner
  • Alphacore Wealth Advisory
  • San Diego, CA
  • About AlphaCore Wealth Advisory: AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing h...
  • 4/25/2024 12:00:00 AM

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Inside Sales Manager
  • Autonation Volkswagen Carlsbad
  • Carlsbad, CA
  • Overview:Position OverviewThe e-Commerce Sales Manager has the opportunity to lead a sales team to create an exceptional...
  • 4/24/2024 12:00:00 AM

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Manager, Patient Financial Services - Hospital Onsite
  • Guidehouse
  • San Marcos, CA
  • What You Will Do: The Patient Financial Service Manager – Hospital Onsite is responsible for supervising the PFS staff i...
  • 4/23/2024 12:00:00 AM

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Sales Manager
  • Money Fit By Drs
  • Carlsbad, CA
  • Overview:Position Overview The Sales Manager has the opportunity to lead a sales team to create an exceptional experienc...
  • 4/22/2024 12:00:00 AM

According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents. The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,131 to $97,477
San Diego, California area prices
were up 2.6% from a year ago

SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020