SB Financial Services Relationship Manager jobs in Springfield, 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...
  • 3 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...
  • 5 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...
  • 2 Days Ago

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Manager, Operations & Partnership Engagement
  • IMA Financial Group, Inc.
  • Springfield, OR FULL_TIME
  • What You'll DoOperations Manager is responsible for supporting, identifying, maintaining and implementing operational best practices nationally for Employee Benefits, keeping in alignment with the lon...
  • 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...
  • 11 Days Ago

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

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Sales VP’s, National Account Manager, and / or Regional Sales Managers
  • GHA Technologies, Inc
  • Springfield, OR
  • Financial Highlights – Enjoy an Immediate Pay Raise! $2,500 First Week Training Pay for the first five training days. $5...
  • 4/19/2024 12:00:00 AM

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Full Time Caregiver/Direct Support Professional
  • Rise and Shine Social Enterprises
  • Springfield, OR
  • Job Description Job Description WHO WE ARE: Rise & Shine is revolutionizing care-giving to our communities’ most vulnera...
  • 4/19/2024 12:00:00 AM

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Payroll Technician
  • Springfield Utility Board
  • Springfield, OR
  • Job Description Job Description Springfield Utility Board is recruiting for a Payroll Technician DIVISION: Management In...
  • 4/18/2024 12:00:00 AM

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Personal Banker River Road
  • WELLS FARGO BANK
  • Eugene, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/17/2024 12:00:00 AM

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Hiring ASAP |General Manager | QSR | Great Pay+ Bonus+Benefits
  • The Restaurant Zone
  • Springfield, OR
  • Job Description Job Description Company Overview: We are a leading player in the quick-service restaurant industry, dedi...
  • 4/17/2024 12:00:00 AM

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Director of Finance
  • Alyrica Networks
  • Corvallis, OR
  • Company background Alyrica Networks is an Internet Service Provider in the Mid-Willamette valley that services its custo...
  • 4/16/2024 12:00:00 AM

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Personal Banker Mohawk Centennial
  • WELLS FARGO BANK
  • Springfield, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/16/2024 12:00:00 AM

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Director of Finance
  • Alyrica Networks
  • Corvallis, OR
  • Company background Alyrica Networks is an Internet Service Provider in the Mid-Willamette valley that services its custo...
  • 4/16/2024 12:00:00 AM

Springfield is a city in Lane County, Oregon, United States. Located in the Southern Willamette Valley, it is within the Eugene-Springfield Metropolitan Statistical Area. Separated from Eugene to the west, mainly by Interstate 5, Springfield is the second-most populous city in the metropolitan area after Eugene. As of the 2010 census, the city has a total population of 59,403. The Briggs family first settled the Springfield area, arriving in 1848. The community was incorporated as a city in 1885. The city was named after a natural spring located in a field or prairie within the current city bo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$68,885 to $90,579
Springfield, Oregon area prices
were up 2.5% from a year ago

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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.
December 20, 2019
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020