SB Financial Services Relationship Manager jobs in Springfield, OH
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
Personal Financial Counselor III; Springfield, OH
- Armed Forces Services Corporation
-
Springfield, OH
FULL_TIME
- This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to adults, children, and youth of service members. Provides individualized financial counseling and assistance to service members and families. Assists service members in establishing an extended absence financial plan. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age‐appropriate classes or seminars to youths and teens as part of on-base education. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate. All other duties as assigned. Other Job Requirements Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 5 years of financial counseling experience. Must be a U.S. citizen and speak fluent English. Be able to obtain a favorably adjudicated Tier 1 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor III; Springfield, OH Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelors Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise License and Certifications - Preferred Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment. We value professional growth and development, total health and wellness, rewards and recognition as well as employee unity. Magellan is a place where you can thrive. Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law. Magellan is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants. Copies of applicable posters are accessible by clicking here. Warning: Employment Scam It has come to our attention that a false representative is contacting potential candidates and offering them work at home positions with Magellan Health. “Interviews” are conducted completely through email and the false job offer includes the promise of a check to be issued to the candidate for the purposes of setting up a home office. Please know that Magellan Health does not interview any candidate through email, nor do we issue checks to candidates to set up home offices. All of our available positions are posted on legitimate job boards and our recruitment team directly contacts candidates should there be a fit. If you suspect you are being contacted by a false representative of Magellan Health, please call 410-953-2911
- Just Posted
Services Account Manager
- Career and Referral
-
Springfield, OH
FULL_TIME
- At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
- 23 Days Ago
Quality Manager
- Phoenix Services, LLC
-
Northwood, OH
FULL_TIME
- Quality Manager needed for a growing company in Northwood, OH!You would be responsible for assuring consistent quality of parts by developing, implementing, and enforcing good quality management syste...
- 6 Days Ago
Quality Manager
- Phoenix Services, LLC
-
Northwood, OH
FULL_TIME
- Quality Manager needed for a growing company in Northwood, OH!You would be responsible for assuring consistent quality of parts by developing, implementing, and enforcing good quality management syste...
- 6 Days Ago
Community Manager
- Episcopal Retirement Services
-
Liberty, OH
FULL_TIME
- Community Manager, Affordable Living, Green Hills Are you a passionate professional looking for a great culture and an opportunity to grow with an organization? Episcopal Retirement Services has been ...
- 20 Days Ago
Program Manager
- SelectTech Services Corporation
-
Springfield, OH
FULL_TIME
- This is a key Operations staff position responsible for execution of assigned contracts, team leadership, building customer trust, and organic business development. Priority will be to lead teams that...
- 1 Month Ago
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0 SB Financial Services Relationship Manager jobs found in Springfield, OH area
VP, Corporate Finance
- Meeder Investment Management
-
Dublin, OH
- Job Description Job Description Role Overview This position is responsible for working closely with the CFO and other se...
- 4/16/2024 12:00:00 AM
Advanced Medical Support Assistant
- Department of Veterans Affairs
-
Springfield, OH
- Summary The Dayton, Ohio VAMC is looking for an Advanced Medical Support Assistant (AMSA) to support the Outpatient Clin...
- 4/16/2024 12:00:00 AM
Customer Service Representative
- Fidelity Investments
-
Springfield, OH
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
- 4/15/2024 12:00:00 AM
Enterprise Resources Planning Business Analyst
- HBD Industries
-
Dublin, OH
- Position Summary This ERP Business Analyst will conduct constant analysis of existing business process configuration wit...
- 4/14/2024 12:00:00 AM
Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Dayton, OH
- Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
- 4/14/2024 12:00:00 AM
Business Analyst, Financial Systems - Sarnova - Hybrid Work from Home
- Sarnova HC, LLC
-
Dublin, OH
- Company Overview: Sarnova is the leading national specialty distributor of health care products in Emergency Medical Ser...
- 4/13/2024 12:00:00 AM
Senior Finance Analyst - Accounting Inventory
- INEOS Composites
-
Dublin, OH
- INEOS Composites US LLC INEOS has an exciting opportunity for a Senior Finance Analyst to join our Pigments business. IN...
- 4/13/2024 12:00:00 AM
Segment Manager, Pricing
- LexisNexis
-
Dayton, OH
- Job Description Job Description Do you enjoy consulting, analyzing, and guiding on pricing solutions to win deals? Do yo...
- 4/12/2024 12:00:00 AM
About Springfield, Ohio
Springfield is a city in the U.S. state of Ohio and the county seat of Clark County. The municipality is located in southwestern Ohio and is situated on the Mad River, Buck Creek and Beaver Creek, approximately 45 miles (72 km) west of Columbus and 25 miles (40 km) northeast of Dayton. Springfield is home to Wittenberg University, a liberal arts college.
As of the 2010 census, the city had a total population of 60,608. The Springfield Metropolitan Statistical Area had a population of 138,333 residents. and the Dayton-Springfield-Greenville, OH Combined Statistical Area had 1,072,891 residents....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,158 to $85,678
Springfield, Ohio area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an SB Financial Services Relationship Manager do?
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