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Institutional Client Relationship Manager Jobs in Oregon

TekManagement Inc.

Be Seen First

Account Relationship Manager

Medford, OR · On-site

$90K - $125K/yr

Job Overview We are seeking a dynamic and proactive Account Relationship Manager to join our team and drive our client engagement initiatives forward. In this role, you will be the key point of ...

Veteran-friendly

Relocation assistance

Signing bonus

Training provided

TekManagement Inc.

Be Seen First

Account Relationship Manager

Medford, OR · On-site

$90K - $125K/yr

Job Overview We are seeking a dynamic and proactive Account Relationship Manager to join our team and drive our client engagement initiatives forward. In this role, you will be the key point of ...

Veteran-friendly

Relocation assistance

Signing bonus

Training provided

Tihinsurance

OR · On-site

$100K - $130K/yr

... managing high-value client relationships to drive revenue and strategic growth. Partners with ... Analyze client needs to recommend customized products, services, or solutions ensuring alignment ...

US Bank

Business Banking Relationship Manager

Salem, OR · Hybrid

Business Banking Relationship Managers play a pivotal role in helping our business clients achieve ... Strong client relationships are based on trust, assessing and attending to clients' banking needs ...

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Institutional Client Relationship Manager information

What are some common challenges institutional client relationship managers face when managing multiple high-value clients?

Institutional Client Relationship Managers often juggle the demands of several large clients, each with unique investment goals and service expectations. One key challenge is balancing proactive communication and personalized support while staying organized and responsive to urgent requests. Additionally, these managers must keep up with industry regulations, market trends, and internal product updates to provide informed guidance. Effective time management, strong relationship-building skills, and leveraging digital tools are essential to successfully meeting these challenges.

What does an institutional client relationship manager do?

An Institutional Client Relationship Manager is responsible for managing and nurturing relationships with large, institutional clients such as pension funds, insurance companies, and endowments. They act as the main point of contact, ensuring clients are satisfied with the services provided and addressing any concerns or needs. These professionals work closely with internal teams to deliver tailored solutions, provide market insights, and facilitate communication between clients and their organization. Their goal is to maintain long-term partnerships and support client retention and growth.

What are the key skills and qualifications needed to thrive as an institutional client relationship manager, and why are they important?

To thrive as an Institutional Client Relationship Manager, you need a strong background in finance or business, expertise in investment products, and experience managing institutional accounts, often supported by a bachelor's or master's degree. Familiarity with CRM systems, portfolio management tools, and relevant certifications such as CFA or Series 7 are highly valuable. Exceptional communication, client service orientation, and problem-solving skills set top performers apart in this role. These abilities are crucial for building trust, retaining institutional clients, and driving business growth in a competitive financial environment.

What is the difference between Institutional Client Relationship Manager vs Financial Advisor?

AspectInstitutional Client Relationship ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, certifications like CFA or CFP are commonRequires a bachelor's degree, CFP certification often preferred
Work EnvironmentWorks mainly with institutional clients such as pension funds, corporationsServes individual clients and families
Employer & IndustryFinancial institutions, asset management firms, banksFinancial planning firms, banks, independent practices
Primary FocusManaging relationships with institutional clients, providing tailored investment solutionsProviding personalized financial planning and investment advice to individuals

The Institutional Client Relationship Manager primarily focuses on managing relationships with institutional clients like pension funds and corporations, offering specialized investment services. In contrast, Financial Advisors serve individual clients, providing personalized financial planning. While both roles require financial certifications and industry knowledge, their client base and work environment differ significantly.

What are popular job titles related to Institutional Client Relationship Manager jobs in Oregon? For Institutional Client Relationship Manager jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Institutional Client Relationship Manager jobs in Oregon look for? The top searched job categories for Institutional Client Relationship Manager jobs in Oregon are:
What cities in Oregon are hiring for Institutional Client Relationship Manager jobs? Cities in Oregon with the most Institutional Client Relationship Manager job openings:
Institutional Client Relationship Manager jobs near you

Client Relationship Consultant

Banner Bank

Beaverton, OR • On-site

Full-time

Posted 3 days ago

New

Banner Bank rating

8.7

Company rating: 8.7 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

23rd of 170 rated banks

Job description

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
 
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
 
As a Client Relationship Consultant, you’ll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact.
 
In this role you'll
  • Engage clients with exceptional service while supporting a wide range of sales and service activities.
  • Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments.
  • Balance your cash drawer with precise currency and coin handling.
  • Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
  • Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
  • Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback.
  • Hold appointments to identify client needs, provide solutions, and support their financial success.
  • Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations.
  • Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.
What we're looking for
  • You have a High School Diploma or G.E.D. (Required).
  • You bring entry-level experience in teller, banking, or sales roles with established goals (Required).
  • An equivalent combination of education and experience can be considered in lieu of a degree.
What helps you shine
  • You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.
  • You’re confident discussing banking products and services and can recognize opportunities to recommend solutions.
  • You’re skilled at multitasking and can adapt quickly to evolving client and branch needs.
  • You have a basic understanding of retail banking products, policies, and systems.
  • You can review financial information, including credit data, to identify client needs and suggest options.
  • You are comfortable with Microsoft Outlook, Word, and other business tools.
  • You demonstrate professionalism in person, over the phone, and via email.
  • You can lift up to 25 pounds as part of the role.
Our Company Values
  • Do the right thing
  • Mutual respect
  • Honesty and integrity
  • Accountability
What Our Team Says
  • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review
Compensation & Benefits
  • Targeted starting salary range (based on experience): $19.00 - $24.50
  • Annual incentive potential
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement
Please take time to review Banner Bank's Consent & Privacy notice before applying.
 
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
 
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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