Relationship manager jobs in Medford, OR - 25 jobs
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Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Medford, OR
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$49k-56k yearly est. 7d ago
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Senior Client Manager
Calyx CPA
Relationship manager job in Medford, OR
Join a fast-growing, progressive team shaping the future of tax advisory in high-growth industries.
About Us
Calyx CPA LLC is a boutique tax and accounting firm specializing in the unique needs of plant medicine companies. It offers comprehensive business consulting, entity advisory, tax planning, and tax preparation services to companies across the U.S.
We're based in southern Oregon, but we have remote staff and clients located across the U.S. We're a friendly group of about 18 individuals (and growing fast) and we value integrity, advocacy, commitment, and care for both our clients and teammates.
The Opportunity
We're looking for a Senior Tax & Client Advisory Manager who wants to step into a leadership role where communication, strategic thinking, and relationship-building matter most. This is not a production-heavy tax prep role. Its about managing a portfolio of high-value clients, leading a team of professionals, and delivering meaningful results through smart tax planning and clear guidance.
You'll work closely with the Senior Production Manager and your team to provide exceptional service to our A and B class clients, with the support of a full production team. You'll be the face of the relationship and the person clients turn to for insight, strategy, and support.
Key Responsibilities
Lead relationships with A and B class clients, providing high-level tax, accounting, and business guidance.
Communicate complex tax concepts in accessible language for a wide variety of client types.
Collaborate with the Senior Production Manager to finalize deliverables and workflows.
Mentor and guide your team: Assistant Client Manager, Production Manager, tax and bookkeeping staff.
Conduct strategic client meetings on tax planning, entity structuring, business operations, and more.
Support team performance through feedback, training, and clear leadership.
Conduct semi-annual performance reviews for your team members.
Contribute to a culture of professionalism, learning, and client-centered service.
What Success Looks Like
By your 6-month mark, you've:
Built strong, trust-based relationships with your client portfolio.
Delivered high-level tax planning recommendations that saved clients money and stress.
Developed team members by reviewing their work, sharing knowledge, and encouraging growth.
Created efficiencies in communication and workflow between you, your team, and your clients.
Must-Have Qualifications
5-15 years of experience working directly with clients and managing teams in a tax/accounting environment.
CPA or EA designation.
Strong interpersonal skills; natural communicator and relationship-builder.
High-level knowledge in reviewing and finalizing returns for S-Corps, C-Corps, Partnerships, and Individuals.
Ability to analyze financial statements and identify tax strategy opportunities.
Comfortable leading both clients and staff with empathy and authority.
Nice to Have
Experience in public accounting (large or boutique firm).
Knowledge of cannabis or psilocybin industry regulations and challenges.
Proficiency with tools like QuickBooks, Lacerte, Microsoft Office, Xero, etc.
Experience managing businesses with $1M$20M in gross revenue.
Familiarity with depreciation, passive activity losses, Section 179, and capital gains planning.
Experience with payroll and bookkeeping workflows.
Compensation & Benefits
Salary: $125,000 $200,000 annually (DOE)
Annual Bonus: Based on company profitability
Retirement: SIMPLE IRA with 3% company match
Health: 100% coverage for employee + 50% for dependents
Time Off:
Office closes twice a year for ~3 weeks (winter + summer)
Unlimited PTO (planned absences outside closures limited to 2 consecutive weekdays)
6 weeks paid parental leave at 50% salary
️ Equipment: Company-provided computer
Remote Perks:
100% remote work with option for in-person/hybrid if based in Oregon
50% reimbursement for internet (remote employees)
Company-paid CPE & licensure maintenance
Culture & Events:
Casual, down-to-earth team environment
Annual company gathering (travel paid for employee + one companion)
Opportunity to attend industry conferences (e.g., MJBizCon)
Work Schedule & Location
Schedule: MondayFriday, 8:00 AM 5:00 PM PT
Location: Medford, Oregonor Remote (U.S.-based)
Why Join Us
We're a mission-driven, growing firm working at the frontier of emerging industries. If you want to do meaningful work in a fast-evolving spacewith great clients, a supportive team, and leadership that values balancethis is the place. Youll make a difference here.
How to Apply
Submit your resume and a short note about why this opportunity excites you. If you're up for it, include a short video message introducing yourself (optional but appreciated).
$125k-200k yearly 60d+ ago
Commercial Relationship Manager
Oregon Pacific Bank 4.0
Relationship manager job in Medford, OR
JOB SPECIFICATIONS
Education-Bachelor's Degree in Business, Finance, or related area
Experience-Typically requires 5 or more years of prior commercial lending experience, strong credit and analytical skills and knowledge of Bank services
ESSENTIAL FUNCTIONS
Develop new business by contacting prospects and clients in order to meet loan growth and profitability goals
Interview loan applicants and collect and analyze financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request
Establish and negotiate where necessary the terms under which credit will be extended, including the costs, repayment method and schedule, and collateral requirements
Collect and analyze information that reflects the current creditworthiness of clients and the current merits of existing loans. Information may be obtained by direct inspection of the applicant's business and/or collateral, review of interim financial reports and personal interview
Ability to analyze highly complex credit requests that may include: commercial real estate, asset-based lending, commercial lending and general lending to business and professional clients
Responsible for timely submission of all financial data to the Credit Analyst
Ensure timely and thorough monitoring of all credits through periodic reviews, continual analysis and proper documentation
Manage existing loans. Monitor loan repayment activities and take necessary action to collect from past due accounts (except special assets). Report on classified loans to the Chief Credit Officer periodically
Remedy deficiencies when appropriate
Advise clients, where possible, on business management and financial matters
Meet loan growth and profitability goals. Develop new business by contacting prospects, clients and customers
Cross-sell Bank services to other departments as well as OPB Trust and OPWM
Undertake special projects relating to departmental services
Participate in community affairs to increase the bank's visibility and to enhance new business opportunities
Conduct business and work relationships in a consistently ethical, professional, and courteous manner
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
Other duties as assigned to meet client and operational needs
BENEFITS
Paid Vacation and Sick Leave
11 Paid Holidays
Health, Vision and Dental insurance options
Bank Paid Life, AD&D, and Long-Term Disability Insurance
401K and Profit-Sharing Plans
Eligibility to participate in Section 125 Flexible Spending Plans
Fitness Club Reimbursement
WORK CONTEXT:
Ability to concentrate and focus on essential functions in appropriate priority order is required.
Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
Requires sitting for long periods and traveling to other departments and locations, as needed.
Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
Requires completion of assigned on-line training courses with a passing percentage.
Professional environment requiring appropriate professional demeanor and attire.
Work is performed indoors in environmentally controlled conditions.
Ability to lift up to 30 lbs. if necessary
SKILLS:
Solid knowledge of banking regulations, compliance issues and Bank policies
Familiarity and experience with a variety of financial institution concepts, practices and procedures
Solid understanding of Generally Accepted Accounting Principles and Tax Accounting
Understanding of complex commercial and consumer lending terms and documentation
Excellent and effective written and verbal communication skills
Competency in providing exemplary internal/external client and customer services in a professional manner and with tact and diplomacy
Ability to be detail oriented with good problem-solving skills
Ability to tolerate high levels of stress
Ability to work with others in a cooperative manner that supports a team environment
Ability to lift up to 30 lbs. if necessary
Ability to work hours required to fulfill job expectations
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.
$71k-101k yearly est. Auto-Apply 14d ago
Commercial Relationship Manager II
First Interstate Bancsystem 3.5
Relationship manager job in Medford, OR
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Medford, OR Biddle Rd. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
This role serves as an intermediate level commercial banking position with functionality ranging from business development utilizing a small business platform to supporting senior bankers as an apprentice relative to portfolio management and experience with complex credit functions. Drives shareholder value through a collaborative effort to generate quality earnings through interest income growth, via maintaining margin and credit quality, and non-interest income through collaboration with business partners while simultaneously understanding the importance of expense control. Maintains an average loan portfolio size of at least $20MM up to $50MM and manages at least 50 bank relationships and revenues to the bank of at least $1.1MM.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Achieves individual annual production and growth goals for loan, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms.
Initiates and develops new business through outside business development activities. Ensures ongoing contact with new clients to enhance client's experience with First Interstate Bank.
Develops a comprehensive understanding of the client's needs based on the review and analysis of personal bank business financial data gathered through relationship reviews and personal meetings. Uses internal customer sourcing software to generate leads, track activities and make referrals to requisite business partners and bankers.
Actively participates in community organizations to source business development opportunities and demonstrates First Interstate Bank's commitment to the communities we serve.
Builds client and prospect referral pipeline via identification and development of internal and external center of influence.
Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Proactively promotes bank products and services and keeps clients informed of all the financial solutions First Interstate Bank has to meet their needs.
Assembles cross-functional team to respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities.
Analyzes credit to determine the ability of clients to qualify for borrowing requirements. Assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; assures accurate risk assessment of assigned portfolio.
Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms.
Research and study industrial, commercial, economic and financial situations relating to existing and new business.
Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities, which includes keeping up to date on regulation changes and following all Bank policies and procedures, compliance regulations, and completes all required annual training.
Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Exhibits advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis.
Knowledge of commercial lending policies, procedures, practices and documentation.
Knowledge of the bank's risk-rating system, credit products and underwriting policies; working knowledge structuring credit products for small and medium size business in diverse industries.
Proficient written and verbal communication and presentation skills,
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Computer skills essential, including Word and Excel and Outlook. Experience with PowerPoint beneficial.
Requires initiative and solid judgement.
Ability to prioritize work and remain adaptable under pressure.
EDUCATION AND/OR EXPERIENCE
Bachelor's Degree in Business, Finance or equivalent required
4-6 years in commercial lending or commercial credit underwriting; or the equivalent combination of education and experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
Travel - as needed
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
$81k-122k yearly est. Auto-Apply 2d ago
Business Relationship Manager I- Officer
Jpmorgan Chase 4.8
Relationship manager job in Medford, OR
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you. As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
**Job Responsibilities**
+ Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
+ Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
+ Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
+ Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
+ Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
+ Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
**Required qualifications,** **capabilities, and skills**
+ Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
+ General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
+ Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
+ Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
+ Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
+ Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
**Preferred qualifications,** **capabilities, and skills**
+ Bachelor's degree in Finance or related field or equivalent work experience
+ Strong current business network
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$67k-96k yearly est. 34d ago
Business Relationship Manager I- Officer
JPMC
Relationship manager job in Medford, OR
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
$67k-101k yearly est. Auto-Apply 19d ago
Account Manager - State Farm Agent Team Member
Russell Brown-State Farm Agent
Relationship manager job in Medford, OR
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has proudly served the community since 2001 and is home to a dedicated team of four professionals. I began my career in State Farm Claims, which gave me firsthand experience in helping customers through some of lifes toughest moments and ultimately inspired me to open my own agency focused on providing personalized care and reliable protection.
Im a graduate of Seattle Pacific University, and outside the office, I like to keep things fun and creative. Ive performed stand-up comedy and even play in an 80s rock band! My family and I have deep roots in the community where weve been active for over five decades. I currently serve on the board for a local private school district as well as my church board.
Team members here enjoy great benefits, including PTO, a 401(k), flexibility when needed, and even a hiring bonus. More than that, we foster an environment where people can grow, learn, and build lasting careers.
Our office culture is upbeat, close-knit, and driven by long-term growth. Were looking for someone who isnt just seeking a job but a career a motivated, hardworking individual with leadership potential who could one day step into an agent or aspirant role.
If youre ready to put in the effort, grow your skills, and have some fun along the way, this is the place for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Russell Brown - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$56k-100k yearly est. 29d ago
Account Manager - State Farm Agent Team Member
Russ Wimmer-State Farm Agent
Relationship manager job in Medford, OR
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Russ Wimmer - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Forge enduring customer relationships and proactively follow up to ensure continued satisfaction.
Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions.
Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
QUALIFICATIONS:
Genuine interest in marketing products and services that align with customer needs and preferences.
Exceptional communication skills across all channels - written, verbal, and attentive listening.
A people-centric mindset with a keen eye for detail.
Proactive problem-solving abilities, ensuring swift resolutions for customer inquiries.
Proficiency in learning and navigating computer functions efficiently.
Collaborative spirit, thriving in a dynamic team environment.
$56k-100k yearly est. 19d ago
Account Manager - State Farm Agent Team Member
Tom Randall-State Farm Agent
Relationship manager job in Grants Pass, OR
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Employee discounts
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Tom Randall - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$56k-100k yearly est. 19d ago
Account Manager - State Farm Agent Team Member
Nicole Whitcomb-State Farm Agent
Relationship manager job in Grants Pass, OR
Job DescriptionBenefits:
Licensing paid by agency
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Nicole Whitcomb - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$56k-100k yearly est. 7d ago
Account Manager - State Farm Agent Team Member
Bill Thorp-State Farm Agent
Relationship manager job in Grants Pass, OR
Job DescriptionBenefits:
Licensing Paid by Agency
Salary PLUS Commission
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Bill Thorp - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Must have prior sales/insurance experience
Must have insurance licensing
$56k-100k yearly est. 26d ago
Account Manager
Rent-A-Center Inc. 4.3
Relationship manager job in Medford, OR
Ready to do your best work? Interested in a minimum starting hourly rate of $16.50 per hour - $17.85 per hour ? Why should I apply in just a few clicks? If you're looking for a career with unmatched earning potential you've come to the right place, 99% of our Store Managers, District Managers and Regional Vice Presidents were promoted from within and started in the Account Manager position. This dynamic role is responsible for managing rental accounts by delivering exceptional customer service, selling new products to our customers, driving account performance, completing deliveries and pickups, maintaining store standards, and conducting early-stage collections. This role supports sales growth and account health by building strong customer relationships while adhering to the RAC mission statement and core values.
Key Responsibilities
* Oversee an assigned portfolio of accounts while building and maintaining strong customer relationships
* Conduct early-stage collections (1-6 days past due) and meet daily/weekly collection standards
* Maintain account health and secure payment commitments utilizing account management tools
* Complete assigned routes for deliveries, pickups, and account follow-ups
* Deliver white-glove customer service in-store, over the phone, and in customers' homes
* Contribute to sales growth and generate new rental agreements
* Safely transport, install, and handle merchandise
* Maintain showroom standards and company vehicles
* Adhere to all company safety and operational guidelines
Qualifications
* High school diploma or equivalent
* At least 18 years of age
* Valid driver's license with good driving record
* Strong communication and customer service skills
Physical Requirements
* Ability to lift and move heavy merchandise
* Ability to drive a box truck
* Standing and driving for extended periods of time
Schedule & Work Environment
* Full-time, Monday-Saturday
* Sundays off plus one weekday off
* Physically active role requiring lifting, bending, and standing
Benefits
* Rapid growth and advancement opportunities
* Weekly pay
* Paid time off
* Medical, dental, vision, life & disability insurance
* Industry leading 401(k) with company match
* Flexible Spending & Health Savings Accounts
* Supplemental and voluntary insurance options
Equal Opportunity Employer
Rent-A-Center is an equal opportunity employer committed to ensure that all employment decisions are made on a non- discriminatory basis, and without regard to actual or perceived race (the definition of race also includes traits historically associated with race, including, but not limited to, hair texture and braids, locks, and twists), religious creed, color, national origin, ancestry, physical or mental disability, genetic information (including testing and characteristics), sex (including pregnancy, childbirth, lactation and related medical conditions), gender (including gender identity, transgender, and gender expression), age, sexual orientation, citizenship status, veteran status, uniformed servicemember status, or any other consideration protected by federal, state or local law.
$16.5-17.9 hourly 1d ago
Account Manager - State Farm Agent Team Member
Dean Stirm-State Farm Agent
Relationship manager job in Rogue River, OR
Job DescriptionBenefits:
Simple IRA
Health stipend
Hiring bonus
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Account Manager - State Farm Agent Team Member with Dean Stirm - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.
In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement.
RESPONSIBILITIES:
Generate leads and actively pursue new business opportunities.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
Maintain accurate client records and manage policy updates efficiently.
QUALIFICATIONS:
Excellent communication and relationship-building abilities.
Experience in sales or customer service preferred.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
$56k-100k yearly est. 28d ago
Selling Sales Manager
Bath Concepts Independent Dealers
Relationship manager job in Medford, OR
About Us: Bath Concepts Independent Dealers is a fast-growing network specializing in high-end, efficient bathroom remodeling solutions. Our success is driven by a consistent flow of qualified leads, premium product offerings, and exceptional craftsmanship. To support our rapid growth, we're looking for a dynamic Selling Sales Manager to lead and grow our In-Home Sales Team.
Position Overview:
In this dual-role position, you will play a critical part in driving revenue-leading a team of In-Home Sales Representatives while also actively participating in the sales process. This role combines leadership, mentorship, and direct selling, offering a hands-on opportunity to shape and scale a high-performing team.
Key Responsibilities:
Manage and monitor appointments set by the Inside Sales Team
Support and train Sales Representatives through in-home appointment ride-alongs
Run sales appointments and help reps close deals when needed
Track and report on key performance metrics; drive daily, weekly, and monthly sales goals
Conduct cancel-save appointments to recover lost opportunities
Collaborate with the Rehash Manager to follow up on open or unresolved leads
Facilitate ongoing training and professional development for the sales team
Set clear, actionable sales goals that align with overall business objectives
Qualifications:
5+ years of successful in-home sales experience, ideally in 1-Day Bathroom Remodeling or a similar industry
At least 2 years in a leadership or sales management role
Proven ability to coach, inspire, and lead sales teams to exceed targets
Excellent communication, organizational, and interpersonal skills
Comfortable with technology including iPads, CRM systems, and digital contract tools
Ready to take charge of a thriving sales team and be part of a powerful brand?
Join us as we transform bathrooms-and customer experiences-every day.
$40k-79k yearly est. Auto-Apply 60d+ ago
Dealership Sales Manager
Freedomroads
Relationship manager job in Medford, OR
Camping World is looking for an experienced Sales Manager with the drive to go above and beyond expectations to deliver a high quality, top-notch customer driven experience. Qualified individuals will share their passion to produce and motivate a winning sales team. Ideal candidates will possess the drive to work hard, manage a sales team, have fun and make money!
What You'll Do:
Coach, mentor and build a high-performance sales team dedicated to all sales activities related to new and used RVs
Develop unique ways to drive sales through events, community activities and local marketing campaigns
Plan and manage budgets by initiating and assessing cost control techniques
Maintain in-stock levels through precise inventory management
Identify key product drivers for merchandise presentation to enhance sales
Obtain and analyze customer feedback to ensure high service levels are maintained
Recruit, select and train sales staff for growth and advancement opportunities
Demonstrate dedication and support of Company initiatives, goals and policies to staff and peers
Display strong leadership qualities that show commitment to a no-pressure, high integrity sales approach with each customer
Generate ideas to exceed sales goals and demonstrate best revenue- generating practices to the team and organization
Serve as a liaison between customers and all departments including retail, service and finance
Stay on top of market trends, the RV industry and current dealership inventory
Be enthusiastic and have strong communication with staff, customers, co-workers and senior management
What You'll Need to Have for the Role:
A college degree is certainly helpful but, we also consider applicable work experience in lieu of a degree
Demonstrated dealership sales experience and management of a revenue generating team
Comprehensive knowledge of sales management, merchandising, inventory, shrinkage control, security methods and consumer behavior
Strong organizational skills and the ability to remain focused in a fast- paced environment
Excellent interpersonal, planning and communication skills
Strong computer skills with previous exposure to customer data and inventory systems
Valid driver's license required
May lift up to 25 lbs and/or move up to 50 lbs. with assistive devices
Periods of standing, stooping, crawling, and bending
General Compensation Disclosure
The pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the factors stated. A reasonable estimate of the total annual compensation range (base pay + variable compensation earned) is $100,000 - $160,000 or more.
In addition to competitive pay, we offer Paid Time Off, 401(k), an Employee Assistance Program, Good Sam Roadside Assistance, discounts, paid parental leave (if eligibility is met), Tuition Reimbursement (if eligibility is met), and on the job training opportunities. Full-time associates are offered a comprehensive benefit package including medical, dental, vision and more! Part-time associates are offered access to dental & vision coverage! For more information please visit: ******************************
We are an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, veteran or uniformed service-member status, genetic information, or any other basis protected by applicable federal, state, or local laws.
$40k-79k yearly est. Auto-Apply 20d ago
Manager/Supervisor
Dairy Queen 4.1
Relationship manager job in Ashland, OR
We are looking for an experienced and skilled manager with remarkable skills, who will run a store effectively and with attention to detail. Who will create positive memories for all who touch DQ. The manager will assist the General Manager (GM) in executing specific aspects of the restaurant operations, which may include financial performance, product production, inventory, personnel, sales, and marketing. Set high standards and create a great environment for the team to work.
Responsibilities:
Perform under pressure in a high volume restaurant including moving and responding quickly for long periods of time.
Work in and out of different temperature ranges.
Stand for long periods of time.
Lift up to 50 pounds.
Work around nuts and other allergens.
Perform other duties and responsibilities as requested by the GM.
Functions:
Operations
Manage entire operation of restaurant during scheduled shifts. Strive for operational levels that meet or exceed the Fan's expectations in the areas of quality, service and atmosphere, creating value through an excellent experience and a fair price. Accurately complete designated duties such as inventory control, ordering of products, cash control.
Training
Ensure that shift leads and crew are trained and fully knowledgeable on all PRIDE systems and routines, product recipes, food safety practices and restaurant safety practices.
Ensure that all PRIDE systems and routines are incorporated into the day-to-day operations of the restaurant, setting each scheduled shift up for success.
Business Planning
Assist in the execution of the restaurant's business plan as directed by the GM, taking advice and coaching from the owner, GM, ADQ Business Consultants, field staff or territory operator.
Understand how to react to issues impacting the restaurant's profit & loss (P&L) to optimize sales and profit, such as analyzing COGS and taking corrective action if necessary, maintaining inventory, projecting restaurant demand changes throughout the year and adjusting labor accordingly, ensuring that cash control/security procedures are followed, and understanding the P&L implications of workers' compensation claims.
Assist the GM with developing and implementing strategies to increase average meal checks and frequency of Fan visits.
Fan Service
Ensure that Fan service in all areas meets or exceeds company standards.
Establish standards for the management team and crew to handle customer concerns.
Ensure that customer complaints are promptly and appropriately addressed to resolve the problem and ensure that each dissatisfied customer becomes a return Fan.
Understand the importance of speed of service and resolve bottlenecks in work flow.
Build relationships with return or preferred patrons.
Team Member Leadership
Accomplish store objectives by assisting the GM with hiring, training, coaching and developing shift leads and crew members to build a highly skilled and productive team.
Assist the GM with thorough training and new hire orientations; clearly communicate job expectations; monitor each employee and manager's performance and job contributions, provide ongoing and helpful feedback against expectations.
Role model and enforce policies and procedures.
At a minimum, have a basic understanding of how to prepare hourly employee schedules to meet the staffing requirements for each day part and seasonal demands, as determined by the GM. Ideally, should be able to perform this task for review and approval by the GM.
Maintain a positive working relationship with all restaurant staff to foster and promote a cooperative and pleasant working climate, which will be conducive to maximizing employee morale, productivity and efficiency.
Health and Safety Standards
Assist the GM with ensuring that Food Safety is the top training priority in store operations. Ensure that proper hand washing, product rotation procedures, and temperature logging are visible and active behaviors. Role model and enforce safe food handling practices.
Maintain a safe, secure, and healthy facility environment by establishing, following, and enforcing sanitation standards and procedures, complying with health and legal regulations and maintaining security systems or routines.
Understands how to react in the event of an emergency such as a workers compensation accident, a robbery, etc.
Store Marketing
Bring useful ideas to management about how to attract new Fans and increase restaurant sales through marketing promotions and activities.
May assist the GM in some assigned aspects of local store marketing activities and projects such as public and community relations programs, evaluating local competitors' store marketing, identifying and tracking changing consumer demands.
Qualifications:
Experience Needed
Minimum 1-3 years of high volume restaurant leadership experience, required. Previous quick service restaurant experience strongly preferred.
High School diploma or equivalent required.
Proven track record of effectively managing COGS and labor.
Strong knowledge and application of safe food handling practices.
Must be ServSafe certifiable
Skills/Competencies Needed
Customer focus - strong hospitality and customer service skills, enjoys engaging with the customer.
Trainer and coach - ability to be a strong trainer or coach to others on restaurant routines and systems, as well as how to effectively interact with customers and each other.
Management skills - excellent track record of coaching and training employees and effectively resolving employee relations issues. Ability to motivate a strong team, and set a positive and upbeat store environment.
Organization and goal focus - must be highly organized and detail-oriented with the capability to oversee many aspects of the business and multiple areas simultaneously in a fast-paced environment.
Must be able to actively work to achieve and exceed set goals for the business.
Technical - proficiency with computers and with Point of Sale systems.
Flexibility and adaptability -willingness to follow directions and a commitment to meet DQ standards in all you do.
Integrity-does the right thing even when no one is looking, honest, earns trust of others.
$42k-54k yearly est. 60d+ ago
Commercial Relationship Manager III
First Interstate Bancsystem 3.5
Relationship manager job in Medford, OR
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Medford, OR Biddle Rd. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
This role serves as the RelationshipManager for new and existing complex clients and will be responsible for managing a portfolio with an average loan portfolio greater than $50MM up to $100MM and manages at least 35 bank relationships generating at least $1.5MM in revenue to the bank. Establishes and maintains collaborative and strategic partnerships with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle. Develops and grows new business and builds/maintains strong relationships with prospects. Drives financial performance through profitable revenue and growth, and quality credit.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Achieves individual annual production and growth goals for loan, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms.
Initiates and develops new business through outside business development activities. Ensures ongoing contact with new clients to enhance client's experience with First Interstate Bank.
Develops a comprehensive understanding of the client's needs based on the review and analysis of personal bank business financial data gathered through relationship reviews and personal meetings. Uses internal customer sourcing software to generate leads, track activities and make referrals to requisite business partners and bankers.
Actively participates in community organizations to source business development opportunities and demonstrates First Interstate Bank's commitment to the communities we serve.
Builds client referral pipeline via identification and development of internal and external center of influence.
Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Proactively promotes bank products and services and keeps clients informed of financial solutions First Interstate Bank offers to meet their needs.
Assembles cross-functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities.
Analyzes credit to determine the ability of clients to qualify for borrowing requirements. Assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; assures accurate risk assessment of assigned portfolio.
Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms.
Research and study industrial, commercial, economic and financial situations relating to existing and new business.
Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities, which includes keeping up to date on regulation changes and following all Bank policies and procedures, compliance regulations, and completes all required annual training.
May be asked to coach, mentor, or train others.
Contributes to strategic level discussions with members of the senior management leadership team.
Recognized as a Subject Matter Expert when difficult questions arise.
Provides practical, relevant ideas and perspectives on processes or process improvement.
Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis.
Knowledge of commercial lending policies, procedures, practices and documentation.
Proficiency with bank's risk-rating system, credit products and underwriting policies; working knowledge structuring credit products for small and medium size business in diverse industries.
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Excellent written and verbal communication and presentation skills.
Computer skills essential, including Word and Excel and Outlook. Experience with PowerPoint beneficial.
Requires initiative and solid judgement.
Ability to prioritize work and remain adaptable under pressure.
EDUCATION AND/OR EXPERIENCE
Bachelor's Degree in Business, Finance or equivalent required
7-9 years in commercial lending or commercial credit underwriting; or the equivalent combination of education and experience. Has completed Credit Analyst training; experience with asset-based lending, capital structure finance and trade finance required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
Travel - as needed
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
$81k-122k yearly est. Auto-Apply 2d ago
Business Relationship Manager I- Officer
Jpmorgan Chase & Co 4.8
Relationship manager job in Medford, OR
JobID: 210696205 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
* Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
* Bachelor's degree in Finance or related field or equivalent work experience
* Strong current business network
$67k-96k yearly est. Auto-Apply 36d ago
Relationship Banking Officer
Oregon Pacific Bank 4.0
Relationship manager job in Medford, OR
Primarily responsible for the ongoing development of new business relationships for the bank through networking and community centered activities. Efforts directed toward depository accounts and services, cash management tools, loan referrals and third-party products. Works directly with the RBA to identify client cash management needs and with Operations Support Group to build and deliver those products to the client. Responsible for the ongoing management of depository portfolio, client satisfaction and introduction of new products and services which may provide value. Responsible for managing the NSF activity of portfolio. Provides exemplary service to internal and external clients and will have other duties as assigned.
JOB SPECIFICATIONS:
Education: Bachelor's degree preferred or other relevant work experience within the industry
Experience: 5 years of experience in relationship building/business development in the financial sector
ESSENTIAL FUNCTIONS:
Identify and develop new business relationships with loan, deposit, cash management and third-party product opportunities.
Manage existing business relationships to enhance client satisfaction.
Track pipeline of new business from prospect to completion.
Create opportunities for the RBA to provide online banking demonstrations with current clientele and prospects
Formalize a strong network of referral sources and create ways to enhance those relationships.
Regularly identify and cross sell a wide variety of products and services appropriate for the client
Work collaboratively with Commercial RelationshipManagers to ensure seamless marketing efforts
Actively participates in community events and organizations
Participates in a nonprofit board or committee position within the community
Deepens client relationships through cross selling and continued engagement
Foster synergy between departments to ensure that banking solutions meet the client needs
Increase visibility of the bank's products and services
Perform a multitude of written & verbal communication tasks to ensure completion of all assigned projects.
Responsible for high level responses to Requests for Proposals.
Operate with the highest level of integrity, representing the bank while on duty and off.
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
BENEFITS
Paid Vacation and Sick Leave
11 Paid Holidays
Health, Vision and Dental insurance options
Bank Paid Life, AD&D, and Long-Term Disability Insurance
401K and Profit-Sharing Plans
Eligibility to participate in Section 125 Flexible Spending Plans
Fitness Club Reimbursement
WORK CONTEXT:
Ability to concentrate and focus on essential functions in appropriate priority order is required.
Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
Requires sitting for long periods and traveling to other departments and locations, as needed.
Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
Requires completion of assigned on-line training courses with a passing percentage.
Professional environment requiring appropriate professional demeanor and attire.
Work is performed indoors in environmentally controlled conditions.
SKILLS:
Proficient computer skills with an emphasis on MS Office Products to include Excel and Word
Ability to engage and develop relationships with all internal bank departments
Strong organizational and project-management skills
Effective team player
Working knowledge of credit structures
Ability to manage a complex workflow, prioritize tasks, while remaining organized
Ability to work independently and as a member of a team
Ability to work hours as scheduled
Ability to multitask in a fast pace environment
Highly proficient in common sense decision making
RELATIONSHIPS:
Responsible to the Portland Market President for fulfillment of functions and responsibilities.
Contact with clients and the public in a professional manner that will enhance the overall marketing effort of the bank.
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.
$59k-82k yearly est. Auto-Apply 14d ago
Selling Sales Manager
Bath Concepts Independent Dealers
Relationship manager job in Medford, OR
Job Description
Selling Sales Manager
About Us: Bath Concepts Independent Dealers is a fast-growing network specializing in high-end, efficient bathroom remodeling solutions. Our success is driven by a consistent flow of qualified leads, premium product offerings, and exceptional craftsmanship. To support our rapid growth, we're looking for a dynamic Selling Sales Manager to lead and grow our In-Home Sales Team.
Position Overview:
In this dual-role position, you will play a critical part in driving revenue-leading a team of In-Home Sales Representatives while also actively participating in the sales process. This role combines leadership, mentorship, and direct selling, offering a hands-on opportunity to shape and scale a high-performing team.
Key Responsibilities:
Manage and monitor appointments set by the Inside Sales Team
Support and train Sales Representatives through in-home appointment ride-alongs
Run sales appointments and help reps close deals when needed
Track and report on key performance metrics; drive daily, weekly, and monthly sales goals
Conduct cancel-save appointments to recover lost opportunities
Collaborate with the Rehash Manager to follow up on open or unresolved leads
Facilitate ongoing training and professional development for the sales team
Set clear, actionable sales goals that align with overall business objectives
Qualifications:
5+ years of successful in-home sales experience, ideally in 1-Day Bathroom Remodeling or a similar industry
At least 2 years in a leadership or sales management role
Proven ability to coach, inspire, and lead sales teams to exceed targets
Excellent communication, organizational, and interpersonal skills
Comfortable with technology including iPads, CRM systems, and digital contract tools
Ready to take charge of a thriving sales team and be part of a powerful brand?
Join us as we transform bathrooms-and customer experiences-every day.
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How much does a relationship manager earn in Medford, OR?
The average relationship manager in Medford, OR earns between $66,000 and $159,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Medford, OR
$103,000
What are the biggest employers of Relationship Managers in Medford, OR?
The biggest employers of Relationship Managers in Medford, OR are: