Select Customer Relationship Manager jobs in Medford, OR

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager
  • People's Bank of Commerce
  • Medford, OR FULL_TIME
  • Description

    Steelhead Finance, a subsidiary of People’s Bank of Commerce, is a leader in factoring and financial solutions for businesses seeking to manage and grow their cash flow. Established in 1981, we are located in Medford, OR. Our mission is to provide the best customer service possible to the many clients, customers, and partners we work with on a regular basis. We continue to build an ever-growing team that:

    • Delivers top-notch service
    • Embraces change
    • Pursues personal growth
    • Helps build a positive team spirit
    • Is passionate and creative

    Relationship Managers provide support to Steelhead Finance by building positive client relationships that contribute to client retention while managing monetary risk. As a division of People’s Bank of Commerce, Steelhead Finance provides financial services to commercial clients. The Relationship Manager maintains a portfolio of clients who they provide with quality customer service while ensuring their accounts comply with Steelhead policies and processes.  


    Reports to: VP of Operations

    Supervises: None

    Requirements

    Duties and Responsibilities:

    • Maintain positive and respectful relationships with clients. 
    • Assess the strengths and weaknesses of assigned portfolios.
    • Identify, manage, and resolve issues of assigned portfolios.
    • Ensure all client issues and/or concerns of significance are communicated to the VP of Operations in a timely manner.
    • Provide friendly, courteous and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers. 
    • Promote departmental and interdepartmental teamwork.
    • Understand and adhere to the compliance of all federal and state laws and regulations and company policies, procedures and standards in area of responsibility.
    • Maintain accuracy, neatness and thoroughness in performance of assigned duties to minimize errors.
    • Complete all required internet compliance training within established timeframes. 
    • Attend department and staff meetings as requested. 
    • Maintain a satisfactory level of attendance and tardiness as defined in the company attendance policy. 
    • Other duties as assigned.


    Skills and Abilities required:

    • Ability to communicate effectively with clients, providing strong customer service and problem-solving skills.
    • Ability to prioritize and manage tasks.
    • Ability to assess portfolio’s, identify areas of weakness and/or non-compliance, resolve the issue, and/or timely communicate the issue to a supervisor. 
    • Excellent oral, written and telephone communication skills.
    • Strong proven interpersonal skills in order to provide superior quality service to teammates and customers. Supporting the company’s values and commitment to fun, professional, service-oriented working/business environment. 
    • Ability to perform a wide variety of job-related tasks and is willing to assume new and challenging assignments.  


    Education, training, and experience:

    • Successful completion of a high school diploma or GED.
    • Knowledge of office equipment essential to job performance: ten-key calculator, personal computer.
    • Knowledge of computer programs: Word, Outlook, and Internet usage.

    The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.


    Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.


    People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call 541-491-8928 or email hr@peoplesbank.bank.

  • 2 Days Ago

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Customer Service Team Manager
  • Insurance Lounge, LLC
  • Grants Pass, OR FULL_TIME
  • At Insurance Lounge, our sole purpose is to make Insurance easier to purchase and understand for consumers and our employees are on the front lines of making that happen. By not working for a commissi...
  • 3 Days Ago

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Customer Service Manager
  • Drip Depot Inc
  • White, OR FULL_TIME
  • Job Overview: The Customer Service Manager is the cornerstone of our ecommerce platform, ensuring an unparalleled shopping experience for our online customers. Tasked with understanding and addressing...
  • 1 Month Ago

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Technical Writer
  • Select Source International
  • Remote, OR CONTRACTOR
  • Title:- Technical WriterDuration:- 6 MonthResponsibilities:-· Research, write, edit technical documentation to support new and sustaining product development projects.· Collaborate with development en...
  • 20 Days Ago

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Healthy Relationship Specialist - Victim Advocate
  • Community Works
  • Medford, OR FULL_TIME
  • Position Description: Co-located at healthcare setting. Support victims of domestic violence, sexual assault, and sex trafficking in navigating and accessing healthcare. Provide advocacy, crisis inter...
  • 11 Days Ago

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Client Relationship Consultant 2 (Banker) - Brookings, OR
  • U.S. Bank National Association
  • Brookings, OR FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 18 Days Ago

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0 Select Customer Relationship Manager jobs found in Medford, OR area

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Customer Service Representative 7264
  • Domino's
  • Central Point, OR
  • Company Description Job Description The main requirement for Domino's Customer Service Representatives (CSRs) is to have...
  • 4/15/2024 12:00:00 AM

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Retail Full-Time Supervisor (Consumer Experience Leader) - Medford (702412)
  • Carhartt, Inc.
  • Medford, OR
  • Position Location: Medford, OR Department: Retail Store Operations Reports To: Store Manager FLSA Status: Non-Exempt (Ov...
  • 4/14/2024 12:00:00 AM

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Hotel Front Office Manager - Compass by Margaritaville
  • tribal.one
  • Medford, OR
  • **Hotel Front Office Manager - Compass by Margaritaville - Medford, OR** * Cedars Hotel I, LLC * Medford, OR, USA * Sala...
  • 4/14/2024 12:00:00 AM

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Retail Full-Time Consumer Experience Leader- Medford (702412)
  • Carhartt, Inc.
  • Medford, OR
  • Position Location: Medford, OR Department: Retail Store Operations Reports To: Store Manager FLSA Status: Non-Exempt (Ov...
  • 4/12/2024 12:00:00 AM

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FT Customer Support Specialist - Work From Home>
  • Stronghold
  • Medford, OR
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive Pay / Email Only - As a Customer Support Specialist y...
  • 4/11/2024 12:00:00 AM

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Customer Service Agent - Shop
  • Driveway
  • Medford, OR
  • Customer Service Agent - Shop page is loaded **Customer Service Agent - Shop** **Customer Service Agent - Shop** locatio...
  • 4/11/2024 12:00:00 AM

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Ramp & Customer Service Agent
  • alaskaaircargoconnections.com
  • Medford, OR
  • Ramp & Customer Service Agent Medford , Oregon **Company** Horizon Air **Starting Rate** USD $15.00/Hr. **Pay Details** ...
  • 4/11/2024 12:00:00 AM

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PT Customer Care Specialist - Work From Home>
  • Everyday Health Group
  • Central Point, OR
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Up to $22 per hour / Flexible schedule - As a Customer Care Speci...
  • 4/11/2024 12:00:00 AM

Medford is located approximately 27 miles (43 km) north of the northern California border at 42.3°N. According to the United States Census Bureau, the city has a total area of 25.74 square miles (66.67 km2), of which, 25.73 square miles (66.64 km2) is land and 0.01 square miles (0.03 km2) is water. The Pacific Ocean is about 75 miles (121 km) west of the city, and is the nearest coast. The nearest river is the Rogue River (8 mi or 13 km), and the nearest lake is Agate Lake (13 mi or 21 km). Nearby cities include Grants Pass, Klamath Falls, Ashland, Roseburg, Redding (California), and Crescent ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$79,115 to $112,770
Medford, Oregon area prices
were up 2.5% from a year ago