Relationship Banking Officer

Oregon Pacific Bank•Medford, OR

40d

About The Position

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.

Requirements

Bachelor’s degree preferred or other relevant work experience within the industry
5 years of experience in relationship building/business development in the financial sector
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

Responsibilities

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 Relationship Managers 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