Service Delivery

Service Delivery Finance Jobs

42 jobs found

Business Banking Relationship Manager, Ulster, Sullivan and Orange Counties

M&T Bank Kingston, NY Hybrid

17d ago

$94k - $157k/yr Full time Manager Banking Business

Manager Banking Business

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Job Description

This hybrid remote role based in Kingston, NY supports a portfolio of small business loan and deposit relationships at M&T Bank, with a salary range of USD 94,400 to 157,400 per year.

Overview

This position manages a defined portfolio of loan and deposit relationships with small business clients, pursuing new business, evaluating risk, and making credit decisions while servicing existing clients through the bank's relationship management program. The role collaborates with branch partners to market to business customers and cross-sell the bank's broader product suite.

Responsibilities

Cultivate new business relationships with prospects while servicing the current commercial client base; meet performance targets set by management.
Partner with branch teams to optimize sales to business customers and cross-sell bank products; develop a network with accountants, attorneys, and other centers of influence.
Assess credit data and loan requests to determine appropriate loan structures that balance risk and revenue; negotiate with underwriters and clients to optimize outcomes.
Meet revenue targets ranging from $150 million to $400 million.
Generate loan production between $4 million and $8 million.
Produce deposit balances between $400 million and $2 million.
Oversee a loan portfolio valued at $7.5 million to $20 million.
Manage approximately 15 to 40 relationship-managed clients.
Engage in all business banking and retail sales sprints; achieve call targets and product sales goals such as cash management and Visa Merchant services; participate in civic and cultural programs; apply prescribed selling techniques to maximize opportunities.

Requirements

Bachelor's degree required.
Minimum four years of related sales or banking experience, or an equivalent combination.
Proficiency with personal computers and department software.
Ability to read and interpret financial statements and tax returns.
Solid credit analysis skills to evaluate loan requests.
Strong knowledge of Cash Management, Merchant Services, and Trade Services offerings for business banking clients, with the ability to identify sales opportunities within these product lines.
Excellent interpersonal and presentation skills.

Scope of Responsibilities

Demonstrated ability to sell effectively to prospects and existing clients while retaining relationships.
Collaborate closely with internal contacts to service clients and ensure seamless delivery of bank services.

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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Boise, ID

19d ago

$105k - $138k/yr Full time Manager Senior Advisor

Manager Senior Advisor

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Job Description

The Financial Planning Manager leads the regional financial planning team at EP Wealth Advisors, LLC in Boise, Idaho, delivering integrated wealth plans for high-net-worth clients and partnering with advisors to uphold a client-focused culture. This role emphasizes hands-on leadership, advanced planning expertise, and cross-functional collaboration to drive exceptional client outcomes.

Role details

Location: Boise, ID (hybrid)
Salary: USD 105,000 - 137,500 per year
Experience: Minimum 7 years of client-facing experience in financial services
Education: Undergraduate degree required

Responsibilities

Manage team workflows in partnership with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery and adequate coverage, including scheduling and time-off approvals.
Develop and sustain onboarding programs for regional hires and provide ongoing training; monitor progress through regular check-ins.
Conduct performance reviews with mentorship, deliver constructive feedback, and support professional development paths for team members.
Continuously enhance training materials and processes to equip staff with the tools and knowledge for excellent client service.
Lead the creation of integrated financial plans for high-net-worth clients with assets of $5 million and above, incorporating advanced tax and estate planning as needed; support advisors in presenting complex topics.
Ensure a consistent, high-quality client experience across all locations and touchpoints.
Maintain awareness of industry trends and tax law changes to keep planning guidance current and competitive.
Collaborate with advisory teams to align wealth strategies with clients' long-term objectives and participate in prospect meetings to demonstrate the firm’s capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Stay informed on regulatory changes and retirement planning strategies to ensure team guidance reflects current standards and implications.
Partner with senior leadership to implement new processes across the team, ensuring alignment with firm policies and practices.
Lead semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates, with actionable development goals.
Coordinate salary and bonus discussions with Regional and Managing Directors based on feedback, involvement, and quality of advice.
Support career pathing and mentorship, providing ongoing coaching to identify growth opportunities and areas for improvement.
Monitor performance standards to ensure adherence to timelines and quality expectations, implementing Performance Improvement Plans when needed.
Participate in recruiting for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern roles to build the regional team.
Oversee and enhance the use of Tableau and other tools to optimize team capacity and resource utilization.
Remain cognizant of legislative developments such as SECURE Act 2.0 and educate the firm on potential impacts on client plans.
Evaluate and implement updates to financial planning software and tools to maintain efficiency and effectiveness.
Drive the development of new service offerings tailored to the regional client base to expand wealth management capabilities.
Lead client seminars and local events to build relationships and support education, while assisting in the implementation of financial strategies for clients.
Coordinate with local Centers of Influence to execute client action plans and foster strong satisfaction and outcomes.

Requirements

Certification: Certified Financial Planner designation required; additional specialty or advanced certification preferred.
Experience: At least 7 years of client-facing experience in financial services with advanced knowledge of tax and estate planning.
Leadership: Demonstrated success in managing and developing a team, including coaching, mentorship, and resolving personnel issues.
Technical proficiency: Skilled with financial planning software including Zoom, PractiFi, MyComplianceOffice, Microsoft Teams/Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, Monday.com.
Client focus: Strong ability to build and maintain client relationships, ensuring high satisfaction and retention.
Communication: Excellent written and verbal communication skills; able to present complex concepts clearly to clients and internal teams.
Detail orientation: High attention to detail with a track record of accurate and reliable financial guidance.
Independence: Comfortable working autonomously and making discretionary decisions when appropriate.
Problem solving: Proven ability to identify challenges and develop quick, effective solutions to sustain workflow and client service.
Education: Undergraduate degree required.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Las Vegas, NV

19d ago

$105k - $138k/yr Full time Manager Senior Client Relations

Manager Senior Client Relations

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Job Description

Position: Financial Planning Manager, onsite in Las Vegas, NV, with a salary between USD 105,000 and 137,500 annually.

Responsibilities

Coordinate team workflows with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery, oversee planning coverage, manage schedules, approve time off, and finalize client plans on time.
Design and manage a regional onboarding program plus ongoing training for current staff, with regular progress checks for new hires.
Lead performance reviews and mentorship, providing constructive feedback and supporting professional development and career paths.
Continuously improve training materials and processes to equip the team for exceptional client service.
Oversee the creation of integrated wealth plans for high-net-worth clients (assets $5MM+), including advanced tax and estate planning, and support advisors in presenting complex topics while clearly communicating the firm value proposition.
Ensure a consistent, high-quality financial planning experience across locations and client interactions.
Remain current on industry trends and tax law changes to keep advisory guidance at the cutting edge.
Collaborate with advisory teams to align planning strategies with clients long-term objectives and enhance both advisor and client experiences; support prospect meetings to demonstrate the firm's planning capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Maintain awareness of industry developments and legislation, especially tax and retirement planning, and educate the team on implications for client plans.
Partner with senior leadership to implement new processes across the team, ensuring smooth transitions and policy alignment.
Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates; provide feedback and set development goals.
Collaborate with the Regional Director and Managing Director on salary increases and performance bonuses based on feedback, involvement, and quality of advice.
Identify growth opportunities for team members and provide ongoing career coaching to support professional development.
Monitor performance against department standards and timelines; address issues with leadership and implement Performance Improvement Plans as needed.
Participate in interviews for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions.
Oversee and enhance the use of Tableau and other tools to manage team capacity and resource utilization.
Stay informed about legislative changes such as the SECURE Act 2.0 and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency and effectiveness.
Lead the development of new service offerings tailored to the regional client base to expand the firm’s wealth management capabilities.
Lead client seminars and local events to build relationships and provide educational support; assist meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement client action plans, ensuring smooth execution and strong client satisfaction.

Requirements

Certified Financial Planner designation is required; an additional area of specialty or advanced certification is preferred.
Minimum of 7+ years of client-facing experience in financial services, with deep knowledge in tax and estate planning.
Proven leadership capabilities with experience managing and developing a team, emphasizing coaching, mentorship, and resolving personnel issues.
Technical proficiency in financial planning software, including:
- Zoom
- PractiFi
- MyComplianceOffice
- Microsoft Teams / Office Suite
- Tamarac
- eMoney
- Money Guide Pro
- Social Security Analyzer
- Advisys
- MBS Highway
- Zilculator
- Holistiplan
- Planner CS
- Monday.com
Client-focused with a demonstrated ability to build and maintain strong client relationships and drive satisfaction and retention.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to clients and internal teams.
Detail-oriented with a commitment to delivering accurate, reliable financial guidance.
Independent and discreet: capable of working autonomously with minimal supervision and handling sensitive information appropriately.
Strong problem-solving abilities with a track record of identifying challenges and delivering effective solutions to maintain workflow and client satisfaction.
Educational requirement: Undergraduate degree.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Financial Services Professional

Foster Financial Group Cibolo, TX Hybrid

19d ago

$1,500 - $7,500/mo Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

Foster Financial Group offers a hybrid remote opportunity based in Cibolo, Texas 78108 for a Financial Services Professional. The role acts as a primary point of contact for clients, delivering tailored financial solutions across insurance products, retirement planning, and investment options. It centers on outside sales, proactive relationship development, and contributing to the growth of the financial services division. The position provides a $1,500 to $7,500 monthly compensation and a work arrangement designed to balance field client engagement with collaborative teamwork.

Benefits

Hybrid remote work arrangement in Cibolo, Texas, enabling flexible collaboration with clients and colleagues.
Competitive compensation in the range of $1,500 to $7,500 per month.
Opportunity to contribute to the growth of the financial services division through direct client engagement and relationship development.

Responsibilities

Lead outside sales initiatives to prospect and onboard new clients, leveraging active listening, consultative questioning, and negotiation to secure agreements.
Offer comprehensive financial guidance across life and health insurance, retirement planning strategies, and a range of investment options, tailoring recommendations to each client's objectives.
Oversee the end-to-end sales administration process, including client onboarding, documentation management, and benefits administration, ensuring accuracy and compliance.
Apply analytical skills to evaluate clients' financial situations, identify gaps, and recommend suitable insurance, retirement, and investment solutions.
Design targeted marketing plans to grow the client base, increase product awareness, and support cross-selling opportunities.
Uphold high standards of customer service by responding to inquiries promptly, professionally, and with clear explanations that empower clients to make informed decisions.
Collaborate with colleagues across departments to optimize service delivery, streamline processes, and enhance overall client satisfaction.

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Latin America Private Bank - Senior Client Service Associate - Vice President

JPMorganChase Miami, FL

22d ago

Full time Senior America Associate

Senior America Associate

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Job Description

JPMorgan Chase's Latin America Private Bank is seeking an experienced client service professional to join the Miami onsite team as a Senior Client Service Associate - Vice President. This role serves as the primary contact for client service needs and leads the delivery of integrated private banking solutions in collaboration with financial advisors, product partners and operations. A minimum of 5+ years in client service is expected, with the ability to perform under pressure within a matrixed organization.

Responsibilities

Provide responsive client service and flawless execution on client requests and transactions, including money movement, security transfers, and loan activity; manage escalated research when needed
Adhere to the firm’s controls, policies and procedures and FINRA regulations, while safeguarding client assets against potential fraud
Collaborate with client-facing teams and internal business groups to deliver and execute client transactions
Review client activity to identify opportunities for additional products and services to enhance the client relationship

Requirements

5+ years of client service experience
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
Proven ability to operate effectively in a matrix organization and to work under pressure with tight deadlines
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Technologies

Microsoft Office Suite (Word, Excel and PowerPoint)
Microsoft Outlook

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred qualifications, capabilities, and skills

College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred

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VP, Relationship Manager- PCS

Ocean Bank Miami, FL Hybrid

23d ago

Full time Manager Banking Business Development

Manager Banking Business Development

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Job Description

Ocean Bank seeks a VP, Relationship Manager- PCS for a hybrid role based in Miami, FL, within Private Client Services.

Responsibilities

Drive business growth by leading the service delivery model strategy for their respective market.
For new loan opportunities, take applications, gather required documentation and financial information, and collaborate with department management, credit underwriting teams, and credit committees to move deals from application to closing.
Manage and review active loan portfolios to ensure past due loans and technical exceptions stay within Ocean Bank’s loan policy acceptable levels; ensure timely performance of loan annual reviews.
Monitor overdrawn and uncollected accounts and manage past due loan payments.
For deposit relationships, monitor account activity and manage accounts in uncollected or overdraft status.
Ensure customer profile information and documentation remain current, including W-9 and W-8BEN, CIP documentation, core and supporting bank documents, updated financial statements, client profile information, and other support documentation.
Perform due diligence on BSA/KYC write-ups and profiles; conduct customer interviews to profile clients and to comply with BSA, KYC and other bank policies; respond to BSA requests.
Ensure efficiency with customers’ accounts across all bank products.
Continually identify and analyze new products or initiatives that would enhance the service provided to the customer.

Requirements

Bachelor’s Degree in Business Administration, Accounting or Finance.
Five years of banking-related experience in product sales and lending.
Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
Combination of education and experience will be considered.

Technologies

Excel
Word
Outlook

Soft Skills

Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
In-depth knowledge of the Bank Secrecy Act/AML and related regulations.
Experience working in a sales team with high quality service advocacy.
Ability to visit prospective clients within a designated market area to achieve sales objectives.
Knowledge of how to complete and maintain a comprehensive KYC client profile.
Strong understanding of banking laws and applicable compliance regulations.
Established contact or client portfolio is required.
Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish).
Proficiency in MS Office applications.

Preferred Experience

Associate’s degree with a minimum of seven years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.

Licenses and Certifications

Investment licensing Series 7 preferred.

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F&I Manager

Blue Compass RV Kansas City Grain Valley, MO

23d ago

$150k+/yr Full time Manager Client Relations Communication

Manager Client Relations Communication

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Job Description

Blue Compass RV Kansas City is seeking an experienced F&I Manager to guide customers through financing options and protection plans at the Grain Valley, Missouri dealership. This onsite role requires a background in dealership finance or sales and a proven ability to close deals while delivering a smooth, professional buying experience.

The position partners with the sales team to structure deals, manage contract flow, and secure timely funding, all while maintaining strong lender relationships and a high level of customer service.

Responsibilities

Selects the appropriate lenders, secures approval, garners customer commitment, and coordinates final delivery
Oversees contract placement with a focus on maximizing F&I PVR
Collaborates with the sales desk to structure deals
Ensures consistent adherence to all F&I office processes and contract workflows
Manages contracts in transit and coordinates funding through ongoing communication with the business office
Tracks F&I performance metrics including PVR, product penetration, and lender penetration
Attends weekly sales meetings to discuss F&I training and issues
Supports the General Manager and Sales Manager in training the sales staff
Complies with all company policies and procedures

Requirements

3-5 years of working knowledge in Finance and Insurance products
Menu selling experience is required
Business management experience in the automobile industry is a plus
Effective oral and written communication, strong time management, and a professional appearance and demeanor are required
Strong closing skills are necessary
Excellent organizational ability with capacity to train finance and sales personnel
Valid driver's license

Benefits

Medical, dental, vision, disability, FSAs, and life insurance
Paid time off and paid holidays
Structured career path
401(k)
Gas discount
Pet insurance
5-day work week
Employee assistance program
Training and development programs
Referral program
Legal coverage
Identity theft protection
And more

Compensation: $150,000 per year

What we have to offer

Blue Compass RV, headquartered in Fort Lauderdale, is described as the fastest growing RV company with more than 100 dealerships nationwide. The organization prides itself on staffing each dealership with the best people in the business and is known for the care shown to customers and associates alike. You are treated as family, and there is a strong emphasis on training, development, and opportunities for career advancement within the company.

How to apply

If you are seeking a rewarding career with competitive compensation and benefits, along with opportunities to excel and advance, consider joining Blue Compass RV. You will be part of a team dedicated to delivering exceptional customer experiences in the RV industry. Apply today.