Relationship Manager

Description

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

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

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

Reports to: VP of Operations

Supervises: None

Requirements

Duties and Responsibilities:

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

Skills and Abilities required:

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

Education, training, and experience:

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

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

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

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