- Manage a portfolio of member accounts, proactively servicing and supporting member goals
- Provide comprehensive and customized financial solutions tailored to member financial needs including collaborating with partners across lines of business to connect the member with experts in lending, insurance, investment, etc.
- Schedule daily in-person and phone calls with members to review and/or determine their financial objectives, expenses, and assets
- Identify and pursue potential new members and looking for ways to cultivate long-term, primary financial partner
- Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
- Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
- Lead business development activities, including SEG onsite events, member follow-up and outbound calls
- Mentor Financial Service Representatives on a day-to-day basis
- Minimum 5 years of proven sales experience with the ability to meet and exceed sales goals; minimum of 1 year financial industry experience
- Proven track record of successfully growing and managing customer relationships
- Ability to operate as a self-starter who is highly organized and works well independently or within a team environment
- Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
- Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
- Ability to foster strong relationships with internal and external stakeholders
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- Minimum Education: High School Diploma; Bachelor's degree is preferred
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
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M&T Bank Portland, United StatesOverview: · Responsible for an assigned portfolio of loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. · Primary Responsibilities: · - Services customers seeking ...
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Relationship Manager
1 week ago
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Relationship Manager
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WaFd Bank Portland, United StatesMin · USD $90,000.00/Yr. · Max · USD $135,000.00/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 ...
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Business Relationship Manager
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MMC Corporate Portland, United StatesMarsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): · Business Relationship Manager · We will count ...
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Business Relationship Manager
3 weeks ago
MMC Corporate Portland, United States OTHERMarsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): · Business Relationship Manager · We will count ...
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Clark Insurance Portland, United StatesCompany: · MMC Corporate · Description: · Marsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): · Busi ...
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Client Relationship Manager
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Ernest Packaging Solutions Portland, United StatesFor over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun ...
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RIVERVIEW Portland, United StatesYou will find a lot more at Riverview Bank Finding a place to grow, contribute and make a difference is what you will find working with us – it's about you We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in ...
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Hair Club Portland, United StatesMAJOR RESPONSIBLITIES:Ultimate Client Experience: Actively manages memberships and ensures that clients receive all services and products to which they are entitled and that renewals are processed accurately and on time through daily review of benefits, room visits and proper fol ...
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Gentle Dental Beaverton, United States Full timeAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
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Deposit Sales Relationship Manager
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Management Recruiters International Portland, United StatesImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored for performance. · RESPONSI ...
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Deposit Sales Relationship Manager
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MRINetwork Jobs Portland, United StatesJob Description · Job DescriptionImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tail ...
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MRI Spokane Portland, United StatesSenior Commercial Relationship Manager - Portland · Job Summary · Come join a winning team at WaFd Bank as a Senior Relationship Manager · The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsibl ...
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Bank of Montreal Portland, United StatesApplication Deadline: · 06/23/2024 · Address: · 905 NE Halsey St. · Job Family Group: · Retail Banking Sales & Service · The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. · Thi ...
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Banner Bank Portland, United StatesBellevue, Washington / Portland, OregonCommercial Real Estate – Commercial Real Estate /Full Time · The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. · - Salary /HybridMore than 130 years ago ...
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U.S. Bank Portland, United StatesBusiness Banking Relationship Manager page is loaded · Business Banking Relationship Manager · Apply · locations · Portland, OR · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · At U.S. Bank, we're on a journey to do our best. Helping the cu ...
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U.S. Bank Portland, United StatesAt 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 succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Member Relationship Manager - Beaverton, United States - First Technology Federal Credit Union
Description
Description
The Member Relationship Manager develops new and deepens existing member relationships to position First Tech as being their financial partner for life. In this role, you will help our members reach their financial dreams through providing financial solutions, education, and advice. Here's what you can expect from the job and what you need to be successful: Job dutiesBenefits options include:
