7 client relationship manager jobs at 6 companies in Springfield, OR
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Relationship Banker
Corvallis, Oregon, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in the lobby, educate on self-service channels, process cash transactions, manage financial center traffic, and connect clients to financial solutions; must follow processes and regulations and be able to work weekends/extended hours.
Bonneville Power Administration (BPA) Client Team Leader
Portland or Bend or Corvallis or Salem or Bellevue or Everett or Olympia or Tacoma or Woodinville
$156k-$250k/yrHybridFull Time
David Evans and Associates: Provides engineering, surveying, and planning for infrastructure projects.
15+ YOEBachelor’s in Civil or Electrical Engineering (or related), PE license, 15+ years in power delivery/utility consulting, strong leadership and client relationship skills.
J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Conduct face-to-face B2B sales, consult and enroll clients in supplemental insurance, manage client relationships with CRM, local travel to client sites, commission-based compensation and licensing support.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
4+ YOEHealth and life license (or willingness to obtain), bachelor’s degree or 4+ years post-high-school experience, sales experience preferred, ability to prospect and manage client relationships.
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years client relationship and cash-handling experience, high school diploma/GED, Windows PC proficiency, leadership and scheduling skills, strong sales and service orientation; notary preferred.