SB Financial Services Relationship Manager jobs in Bend, OR

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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Relationship Manager
  • WaFd Bank
  • Bend, OR FULL_TIME
  • Min

    USD $85,000.00/Yr.

    Max

    USD $130,000.00/Yr.

    Job Summary

    A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite. The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Relationship Managers will be expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with the guidance of Credit Administration, the Senior Relationship Manager, Division Manager or Director. Relationship Mangers work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients. This position will develop and manage commercial relationships which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk.

    WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients.

    Qualifications

    Education/Skills/Training:

    • Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
    • Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
    • Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment.
    • Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.

     

    Experience:

    3-5 years of experience as a Credit Analyst, Relationship Officer or the equivalent. Must have good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development.

    Benefits

    At WaFd Bank you get all of these great benefits!

    • Paid time off for vacation, sick days and holidays
    • Health insurance
    • Stock options
    • Bonus programs
    • Generous 7% 401(k) employer matching*
    • Paid Parental Leave
    • Life and AD&D insurance
    • Long-term disability
    • Tuition Reimbursement
    • Employee assistance programs
    • Pre-tax health and dependent-care spending plans

    WaFd Bank Benefits Summary - Click here for more information

    EEO Statement

    EEO is The Law - click here for more information

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

    We are committed to Equal Employment Opportunity and Affirmative Action.  We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic.  WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA).  If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.

    Know Your Rights: Workplace Discrimination is Illegal - click here for more information

    Pay Transparency Nondiscrimination Provision - click here for more information

    WaFd Bank Benefits Summary - click here for more information

    Requisition Post Information* : Posted Date

    2/15/2024
  • 1 Month Ago

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Financial Services Specia
  • The Center - Orthopedic and Neurosurgical Care
  • Bend, OR FULL_TIME
  • The Center Orthopedic & Neurosurgical Care is looking to add a Patient Financial Services Specialist to our outstanding team of employees. At The Center we pride ourselves on having a culture of mutua...
  • 10 Days Ago

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Financial Services Specia
  • Neuromusculoskeletal Center of The Cascades
  • Bend, OR FULL_TIME
  • The Center Orthopedic & Neurosurgical Care is looking to add a Patient Financial Services Specialist to our outstanding team of employees. At The Center we pride ourselves on having a culture of mutua...
  • 12 Days Ago

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Business Relationship Manager I - Officer
  • JPMorgan Chase
  • Bend, OR FULL_TIME
  • Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. If you are customer focused, enjoy building relationships and pro...
  • 9 Days Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • BEND, OR OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 18 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • BEND, OR OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 5 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Bend, OR area

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Project Engineer or Engineering Associate
  • City of Bend, OR
  • Bend, OR
  • Salary : $80,142.40 - $119,683.20 Annually Location : Bend, OR Job Type: Full Time Job Number: 20230245 Department: Engi...
  • 4/26/2024 12:00:00 AM

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Pizza Hut - Restaurant Supervisor - Orchard District - Urgently Hiring
  • Pizza Hut
  • Bend, OR
  • Pizza Hut - Bend Or is currently hiring a full time or part time Restaurant Supervisor for our Bend, OR location. A Rest...
  • 4/25/2024 12:00:00 AM

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Retail Sales Associate (Part-Time)
  • AutoZone, Inc.
  • Redmond, OR
  • AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
  • 4/25/2024 12:00:00 AM

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Accounts Payable Manager
  • Advantage Service Group LLC
  • Redmond, OR
  • Accounts Payable Manager Advantage Services Group Advantage Service Group is looking for an Accounts Payable Manager to ...
  • 4/25/2024 12:00:00 AM

B
Customer Service Representative / Dispatcher
  • Basalite Concrete Products
  • Redmond, OR
  • Job Description Job Description Dispatch/Customer Service Rep Are you looking for a company where you can start to grow ...
  • 4/24/2024 12:00:00 AM

A
Delivery Driver (Full-Time)
  • Autozone
  • Bend, OR
  • Come be a part of an energizing culture rooted in people and a commitment to delivering WOW! customer service. If you ar...
  • 4/23/2024 12:00:00 AM

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Delivery Driver (Part-Time)
  • Autozone
  • Bend, OR
  • Come be a part of an energizing culture rooted in people and a commitment to delivering WOW! customer service. If you ar...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Bend, OR
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Bend sits on the boundary of the Eastern Cascades Slopes and Foothills, a Level III ecoregion designated by the United States Environmental Protection Agency (EPA) in the U.S. states of Oregon, Washington, and California, and the Deschutes River Valley, a Level IV ecoregion within the Blue Mountains Level III ecoregion. The Deschutes River runs though Bend, where it is dammed to form Mirror Pond. Bend's elevation is 3,623 feet (1,104 m). According to the United States Census Bureau, the city has a total area of 33.27 square miles (86.17 km2), of which, 33.01 square miles (85.50 km2) is land ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$68,264 to $89,762
Bend, Oregon area prices
were up 2.5% from a year ago

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