SB Financial Services Relationship Manager jobs in San Jose, 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)

Recently Added SB Financial Services Relationship Manager jobs

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RWSHR - Conference Services Manager
  • Conference Services Manager
  • Menlo, CA FULL_TIME
  • OVERVIEW/BASIC FUNCTION:
    Under the supervision of the Director of Catering is responsible for all aspects and functions of the Conference Services in accordance with Hotel standards. Coordinates arrangements and details for clients' functions.


    RESPONSIBILITIES
    • Maintain complete knowledge of and comply with all departmental policies, service procedures and standards.
    • Ensure that standards are maintained at a superior level daily.
    • Prepare ‘call report’ on daily basis.
    • Maintain contact with ongoing clients on a regular basis. Anticipate guests’ needs, respond promptly, and acknowledge all guests, however busy and whatever time of day.
    • Be familiar with all Hotel services/features and local attractions/activities to respond to guest inquiries accurately.
    • Maintain complete knowledge of:
    o Daily scheduled group functions, times, locations, amount of people and specified requirements.
    o Location of all Hotel function space and names of rooms.
    o All styles of meeting and Banquet room settings.
    o Correct maintenance and use of equipment.
    o All Departmental/hotel policies and procedures.
    o All safety guidelines.
    • Suggest, confirm, and finalize menus for clients.
    • Monitor services provided by banquet staff.
    • Coordinate activities of catering department with other departments to ensure excellent service to guests.
    • Assist in preparing weekly and monthly reports and forecasts.
    • Participate in quality control activities.
    • Interact in courteous and professional manner with all guests, staff, and community members.
    • Respond in a courteous, professional, and rapid manner in order to resolve all guest and staff difficulties.
    • Apply principles of logical thinking to a wide range of nonstandard intellectual and practical problems to perform and direct many varied and complex tasks.
    • Interact with people beyond giving and receiving instructions, particularly interaction with supervisor, subordinates, co-workers, and guests in completing assignments, resolving staff and guest complaints.
    • Create & maintain all group resumes and group meeting requirements and organize into chronological order.
    • Conduct weekly Resume Meetings.
    • Conduct Pre-Convention Meetings.
    • Attend BEO Meetings which are held twice a week on Tuesday and Thursday. 
    • Inspect set-ups; check for cleanliness, neatness and agreement with group requirements and departmental standards; rectify deficiencies with respective personnel.
    • Meet group coordinator/host(ess) prior to function, make introduction and ensure that all arrangements are agreeable.
    • Coordinate group's requests for additions/changes to scheduled arrangements.
    • Maintain a personal organization system for files and paperwork within departmental guidelines.
    • Ability to effectively handle multiple accounts and priorities, to ensure the successful completion of all job duties and client responsibilities.
    • Contact client and maintain effective communication throughout planning and while on site to insure successful completion of convention.
    • All other duties as required.


    QUALIFICATIONS

    • Experience: Minimum two years’ experience for a luxury or ultra-luxury property.
    • Education: College degree or equivalent work experience.
    • General Skills: Must be able to perform job functions with attention to detail, speed and accuracy; prioritize, organize and follow-up; be a clear thinker, remaining calm and resolving problems using good judgment; follow directions thoroughly; understand a guest’s service needs; work cohesively with co-workers as part of a team; work with minimal supervision; maintain confidentiality of guest information and pertinent hotel data.
    • Technical Skills: Knowledge of foods and wines; thorough knowledge of banquet service and operations; thorough knowledge of market in which hotel is competing; ability to generate sales; ability to effectuate quality and quantity control standards; ability to be resourceful, creative and maintain flexibility; ability to add and subtract three-digit numbers. Ability to perform mathematical operations, ability to access, input, analyze and retrieve information from computers; ability to maintain excellent relations with staff; ability to maintain staff and guest confidentiality at all times; ability to manage by example; ability to accept responsibility for actions of others; exceptional oral communication skills to ensure ability to negotiate and persuade guests and staff to achieve results beneficial to operation of hotel; ability to converse calmly with challenging guests, superiors and subordinates in sometimes intense emotional situations; ability to focus and maintain attention to performance of tasks despite frequent stressful, emergency, critical or unusual interruptions; ability to memorize, recollect and quickly retrieve dates, names, times and other data; ability to work and complete assignments on time despite frequent stressful, emergency, critical or unusual interruptions; ability to participate in all departmental and hotel-wide meetings.
    • Other. Teamwork, flexible, positive attitude, great written communication, and luxury experience preferred. Skilled in Outlook, Microsoft Office, Sales Force, Social Tables, Opera, and Microsoft Teams.
    • Language: Required to speak, read, and write English, with fluency in other languages preferred.
    • Physical Requirements: Must be able to exert physical effort in transporting 20 pounds, endure various physical movements throughout the work areas, reach up and down, remain stationary at times throughout work periods, and satisfactorily communicate with guests and co-workers to their understanding.
    • Licenses & Certifications: None required.


    Rosewood Sand Hill provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


    Pay
    The salary range for this position is $65,000 to $85,000 annually. This is the pay range for this position that the Hotel reasonably expects to pay. This position is eligible for bonus.
    Decisions regarding individual salaries will be based on a number of factors, such as experience, type of hotel luxury experience, location, and education.
  • 17 Days Ago
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Construction Project Manager - SB
  • System Pavers
  • Fremont, CA FULL_TIME
  • BUILD AN AMAZING CAREER WITH SYSTEM PAVERS! Job Description System Pavers is growing at a tremendous rate, and we’re looking to expand our team with a professional, driven Construction Project Manager...
  • 6 Days Ago
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Construction Manager - SB
  • System Pavers
  • Fremont, CA FULL_TIME
  • BUILD AN AMAZING CAREER WITH SYSTEM PAVERS! Job Description We are looking to grow our team with a motivated and driven Construction Manager who has a proven track record of success and will be a foun...
  • 6 Days Ago
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Dealer Account Manager
  • Westlake Financial Services
  • Fremont, CA FULL_TIME
  • WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
  • 3 Days Ago
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Branch Manager III - CA
  • Lendmark Financial Services, LLC
  • San Jose, CA FULL_TIME
  • At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
  • 21 Days Ago
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Client Relationship Administrator - Wealth Management
  • Allworth Financial
  • San Jose, CA FULL_TIME
  • SUMMARY: Our Client Service Team consistently strives for service excellence. Client Relationship Administrator’s work with our integration team and new partner advisor(s) on office integration. In ad...
  • Just Posted
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0 SB Financial Services Relationship Manager jobs found in San Jose, CA area

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Senior Treasury Analyst – Semi-Remote
  • Advice Personnel
  • San Jose, CA
  • Senior Treasury Analyst – Semi-Remote Position Summary We are seeking a Senior Treasury Analyst to support a rapidly gro...
  • 4/18/2024 12:00:00 AM
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Financial Representative
  • Northwestern Mutual
  • San Jose, CA
  • Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's ...
  • 4/17/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM
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About San Jose, California

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$86,624 to $113,905
San Jose, California area prices
were up 2.9% from a year ago
View detail

What does an SB Financial Services Relationship Manager do?

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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.
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