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Client Relationship Manager
$115k-156k (estimate)
Full Time | Lending & Credit 1 Week Ago
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Steelhead Finance is Hiring a Client Relationship Manager Near Medford, OR

JOB POSTING NOTICE

All applications will be reviewed, and employees will be selected for posted positions without regard to race, color, religion, national origin, sex, age, marital status, or disability.

Relationship Manager (40 hours per week) Medford, OR – Steelhead Finance

Supervisory: Yes

Status: Exempt

$21 Starting (Hourly)

Summary:

Provides support to Steelhead Finance by building positive client relationships that contribute to client retention while managing monetary risk. Responsible for approving client funding while making sure the clients account is in compliance. Ensures clients are made aware of concerns and possible issues on their account while keeping a professional attitude. Performs diverse duties in support of, and in conjunction with, the Steelhead team, including but not limited to accurately approving clients funding, building relationships with clients and helping lead the operations staff. Provides excellent customer service and administrative support for Steelhead Finance. Responsible for providing supervision and leadership direction for staff to accomplish strategic goals and objectives of the company.

Duties and Responsibilities:

A. Develop positive and respectful relationships with clients.

B. Understand and assess the strengths and weaknesses of assigned portfolios.

C. Identify, manage, and resolve portfolio issues.

D. Ensure all client funding considerations are fully analyzed and all approval considerations are within company guidelines.

E. Ensure all client issues or concerns are communicated to the VP of Operations in a timely manner.

F. Work with teammates to ensure deadlines are met.

G. Provide friendly, courteous and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers.

H. Promote departmental and interdepartmental teamwork.

I. Understand and adhere to the compliance of all federal and state laws and regulations and company policies, procedures and standards in area of responsibility.

J. Maintain accuracy, neatness and thoroughness in performance of assigned duties to minimize errors.

K. Motivate and lead a high-performance RMA by setting goals and expectations to accomplish managing Steelheads financial risks.

L. Manages the selection, placement, performance, development and termination of RMA

M. Provide scheduling and prioritize workflow of RMA to ensure timely completion of tasks.

N. Monitor subordinate job performance in your area of responsibility and make recommendations regarding job performance evaluations and disciplinary actions.

O. Fosters a success-oriented, accountable environment within the bank through well defined expectations, policies and procedures.

P. Complete all required internet compliance training within established timeframes.

Q. Attend department and staff meetings as requested.

R. Maintain a satisfactory level of attendance and tardiness as defined in the company attendance policy.

S. Other duties as assigned.

Skills and Abilities required:

A. Problem-solving skills and ability to tactfully resolve difficult customer and client situations using policy, procedure and past experience.

B. Ability to prioritize and manage multiple priorities/tasks and achieve results according to department priority.

C. 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.

D. Must be able to work within and foster a team environment, while effectively managing own workload and those of team.

E. Strong interpersonal skills and ability to develop rapport with people in order to provide quality service to teammates and customers, supporting Steelheads commitment to a fun, professional, service-oriented working/business environment

F. Knowledge of the principles and practices of staff supervision and performance management and the ability to develop staff through coaching, training opportunities and mentorship.

G. Ability to look and project a professional image.

H. Excellent oral, written and telephone communication skills.

I. 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.

J. Ability to perform a wide variety of job-related tasks and is willing to assume new and challenging assignments.

Education, training, and experience:

A. Successful completion of a high school diploma or GED.

B. Excellent knowledge of office equipment essential to job performance: ten-key calculator, personal computer.

C. Strong knowledge of computer programs: Word, Outlook and Internet usage.

D. 2 – 5 years related job experience in a management position or demonstrated leadership ability in an operations area.

Working environment and conditions:

A. Physical Demands:

Lifting (up to 10 Pounds)

Sitting

Walking

Standing

Finger dexterity

B. Mental Demands:

Interaction with staff and customers

Act on own initiative

Work unsupervised to meet deadlines/demands

Problem-solving

May include extended periods of time at the computer terminal

Occasional overtime may be required

Equipment and tools:

A. General office equipment including, but not limited to:

Personal computer Cell Phone

Fax machine Voicemail

Copy machine Calculator

Telephone

B. Computer, peripherals and Microsoft Office software.

Job Type: Full-time

Pay: From $21.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus pay

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$115k-156k (estimate)

POST DATE

04/23/2024

EXPIRATION DATE

05/02/2024

WEBSITE

steelheadfinance.com

HEADQUARTERS

Medford, OR

SIZE

50 - 100

INDUSTRY

Lending & Credit

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The job skills required for Client Relationship Manager include Coaching, Building Relationships, Initiative, Client Relationship, Problem Solving, Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Relationship Manager positions, which can be used as a reference in future career path planning. As a Client Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Manager. You can explore the career advancement for a Client Relationship Manager below and select your interested title to get hiring information.

If you are interested in becoming a Client Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Relationship Manager job description and responsibilities

While account executives focus on the goals of their employer throughout their communications with clients, the targets of client relationship managers are more closely aligned to those of the client.

03/15/2022: Troy, NY

Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.

03/04/2022: Santa Cruz, CA

Build positive and productive relationships with clients for business growth.

01/20/2022: Concord, NH

Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.

03/25/2022: New Orleans, LA

To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

04/07/2022: Stockton, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Relationship Manager jobs

Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.

02/28/2022: Topeka, KS

Some may travel to conferences and conventions to mingle with current clients and recruit prospective customers.

03/28/2022: Detroit, MI

Learning the needs of clients and developing plans to meet them.

04/08/2022: Bridgeport, CT

Have a genuine care for the success of the business.

02/25/2022: Utica, NY

Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.

03/21/2022: Springfield, MO

Step 3: View the best colleges and universities for Client Relationship Manager.

Florida Southern College
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