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Preferred Relationship Manager Jobs in Oregon (NOW HIRING)

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our ... Experience in real estate, property management or HOA/COA industries is strongly preferred * Strong ...

Relationship Manager - Synergy

OR · Remote

$27 - $29/hr

Relationship Manager - Synergy Relationship Manager (Mid-Level Donors) Full-Time | Remote | 40 ... Salesforce experience preferred · Strong alignment with Christian values and commitment to faith ...

Preferred Skills/Experience** - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration ...

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Preferred Relationship Manager information

See Oregon salary details

$29.6K

$85.3K

$148.5K

How much do preferred relationship manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for preferred relationship manager in Oregon is $85,328.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,400.00 and $111,500.00 per year, depending on experience, location, and employer.

What is a preferred relationship manager?

A Preferred Relationship Manager is a banking professional who provides personalized financial services and advice to high-net-worth or preferred clients. They help clients manage their banking, investment, and credit needs, often acting as the main point of contact for financial solutions. Their goal is to build long-term relationships by understanding clients’ financial goals and offering tailored products and services. Preferred Relationship Managers typically work for banks or financial institutions and may also assist with wealth management, insurance, and estate planning.

How does a preferred relationship manager typically collaborate with other departments to serve clients effectively?

Preferred Relationship Managers frequently work closely with departments such as investment advisory, credit, and operations to deliver comprehensive financial solutions tailored to clients’ needs. They coordinate with product specialists to offer customized wealth management options and with compliance teams to ensure regulatory standards are met. Regular communication and collaboration help ensure a seamless client experience and enable Preferred Relationship Managers to address complex financial queries or cross-sell relevant services efficiently.

What are the key skills and qualifications needed to thrive as a preferred relationship manager, and why are they important?

To thrive as a Preferred Relationship Manager, you need strong financial acumen, sales expertise, and a degree in finance, business, or a related field, often supported by relevant banking certifications. Familiarity with CRM systems, investment platforms, and digital banking tools is typically required. Exceptional interpersonal skills, proactive problem-solving, and the ability to build trust with clients help set top performers apart. These skills are crucial for effectively managing client portfolios, identifying financial solutions, and fostering long-term customer loyalty in a competitive banking environment.

What is the difference between Preferred Relationship Manager vs Relationship Officer?

AspectPreferred Relationship ManagerRelationship Officer
CredentialsRelevant banking certifications, customer relationship management skillsBasic banking knowledge, customer service skills
Work EnvironmentHigh-net-worth client interactions, personalized serviceBranch or bank floor, retail banking environment
Employer & IndustryPrivate banks, wealth management firmsCommercial banks, retail banking
Search & Comparison IntentUnderstanding roles in wealth management, client relationshipEntry-level banking roles, customer service

The Preferred Relationship Manager typically handles high-net-worth clients, providing personalized financial services, while the Relationship Officer focuses on retail banking customers with standard banking needs. Both roles require customer relationship skills, but the Preferred Relationship Manager often has more specialized credentials and works with a more affluent clientele.

How much do preferred relationship managers make?

Preferred Relationship Managers typically earn a base salary ranging from $60,000 to $100,000 annually, with total compensation often including bonuses and commissions based on client performance and sales targets. Experienced managers with specialized skills or working in high-net-worth environments can earn higher total compensation. Compensation varies by employer, location, and individual performance.

Is being a preferred relationship manager a stressful job?

A preferred relationship manager role can be stressful due to the need to meet client expectations, manage multiple accounts, and handle complex financial situations. The job often requires strong communication skills, attention to detail, and the ability to work under pressure, especially during busy periods or when resolving client issues.

What are popular job titles related to Preferred Relationship Manager jobs in Oregon?

For Preferred Relationship Manager jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Preferred Relationship Manager jobs in Oregon look for?

The top searched job categories for Preferred Relationship Manager jobs in Oregon are:

What cities in Oregon are hiring for Preferred Relationship Manager jobs?

Cities in Oregon with the most Preferred Relationship Manager job openings:

Relationship Manager

Enumerate

OR • On-site, Remote

Full-time

Re-posted 21 days ago


Job description

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our clients. This role is responsible for managing client requests and providing timely and results-based customer service. The Relationship Manager acts as a liaison between our clients and our internal teams, including Accounts Payable, Accounts Receivable, Operations, and Support. This role is responsible for the project management of client requests to ensure transparent communication and a timely resolution.

Candidates for this role must be located in the United States and able to work EST or CST time zones. This is a remote role with occasional travel to Fort Lauderdale, FL.

Key Responsibilities:

  • Be the voice of the customer and navigate internal processes with stakeholders from various teams.
  • Provide support to associations, granting users access to Enumerate Central and triaging issues as they arise
  • Act as a liaison between clients and internal teams, working with the client to gather the information and documentation needed by internal teams to set up bank accounts and complete reconciliations
  • Assist with challenging customer requests or issue escalations as needed.
  • Answer customer questions in a timely and accurate manner via phone or Zendesk ticketing system.
  • Assess customer needs and communicate feedback to peers and leadership
  • Collaborate with cross-functional teams to resolve customer requests in a timely and effective manner
  • Track key performance indicators related to client relationships, such as customer satisfaction, retention rates, and revenue growth
  • Maintain a strong understanding of customer needs and a commitment to delivering exceptional customer service

Requirements:

  • 2+ years of experience in Customer Success or Account Management
  • Experience in real estate, property management or HOA/COA industries is strongly preferred
  • Strong customer service and project management skills
  • Ability to organize a daily workload by priorities and to meet deadlines in a fast-paced quickly changing environment.
  • Prior experience using Asana or other project management tools is a plus
  • A background in accounting, bookkeeping or community association management is a plus