SB Financial Services Relationship Manager jobs in Santa Barbara, 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)

S
Payroll / Office Manager
  • SB AUTOMOTIVE LLLP
  • Santa Barbara, CA FULL_TIME
  • Description

    We are proud to have a stable of legendary brands including Audi, BMW, Mercedes, Porsche, Land Rover, Jaguar, and Acura. We are looking for the best and the brightest top-notch professionals to join our team. The ideal candidate for this role will have experience in a dealership setting. This position will be responsible for processing payroll, maintaining employee databases, and completing daily HR functions, as well as managing the accounting office staff.


    Compensation $25-$35/hour


    What We Offer:

    • Medical· Dental· Vision· Life/AD&D/LTD· 401K Plan · Vacation/Sick Time

     

    Payroll Responsibilities include but are not limited to:

    • Process semi-monthly payroll for about 150 employees in the organization.
    • Prepare reports to relevant departments regarding payroll.
    • Maintains group time and labor software.
    • Reviews, tracks, and documents compliance with mandatory and non-mandatory training, continuing education, and work assessments. This may include safety training, anti-harassment training, professional licensure, and certifications.
    • Conducts or acquires background checks, DMV, and employee eligibility verifications.
    • Implements new hire orientation.
    • Performs routine tasks required to administer and execute human resource programs including but not limited to compensation, benefits, leave, workers’ compensation, unemployment, training, and development.
    • Handles employment-related inquiries from applicants, employees, and managers.
    • May be asked to participate in employee disciplinary meetings, terminations, and investigations.
    • Maintains compliance with federal, state, and local employment laws and regulations, and recommended best practices; reviews policies and practices to maintain compliance.
    • Maintains knowledge of trends, best practices, regulatory changes, and recent technologies in human resources, and employment law.

     

    Office Manager responsibilities

    • Assisting in preparing financial statements in accordance with established timelines
    • Supervise and mentor office staff, including delegating tasks.
    • Maintaining an effective cash management system
    • Oversee and manage all aspects of the business office functions including payroll, accounts receivable, accounts payable, and financial reporting.
    • Maintaining and post monthly standard entries
    • Working with office staff to ensure timely completion of assigned tasks.
    • Reconciling all accounts prior to month end
    • Completing end-of-month accounting reports as assigned
    • Setting up and maintain accruals for expenses.
    • Performs other duties as assigned.
    • This position interacts daily with Controller, Accounting Associates, Sales Associates, Sales Managers, support staff and customers.


    PM19

    Requirements

    • Accounting and Payroll experience required; automotive dealership experience strongly preferred. 
    • Paylocity (HRIS) experience preferred.
    • Proficient in Microsoft Excel.
  • 4 Days Ago

P
Financial Services Operations Assoc. Purchasing Processor
  • PlanMember Financial Corporation
  • Carpinteria, CA FULL_TIME
  • Department Operations Classification Non-Exempt, Eligible for Pre-Approved Overtime Location Carpinteria Headquarters Position Type Full Time Description Be a part of the PlanMember Team! If you have ...
  • Just Posted

W
Client Services
  • West Coast Financial
  • Santa Barbara, CA FULL_TIME
  • Instead of wax poetic about the specific job duties of this role, we’re sharing qualities that everyone in our Client Services Team embodies. If you’re reading this and thinking to yourself, “Yes, thi...
  • 14 Days Ago

W
Client Services
  • West Coast Financial
  • Santa Barbara, CA FULL_TIME
  • Instead of wax poetic about the specific job duties of this role, we’re sharing qualities that everyone in our Client Services Team embodies. If you’re reading this and thinking to yourself, “Yes, thi...
  • 14 Days Ago

P
Senior Relationship Manager
  • PayJunction
  • Santa Barbara, CA FULL_TIME
  • We are seeking a Relationship Manager to manage PayJunction’s pipeline of ISV and Referral partnerships with day-to-day support and growth trajectory to deliver the best full-service partnership exper...
  • 7 Days Ago

B
Histology Specialist
  • Bio SB
  • Goleta, CA FULL_TIME
  • Overview:The Histology Specialist performs various histology techniques to prepare tissue samples for microscopic examination. This role involves operating a microtome and cryostat to mount tissues on...
  • 12 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 SB Financial Services Relationship Manager jobs found in Santa Barbara, CA area

Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,545 to $98,022
Santa Barbara, California area prices
were up 2.5% 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