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Relationship Banking Officer
3 months ago
Job Description
Job Description
JOB SUMMARY:
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.
JOB SPECIFICATIONS:
Education: Bachelor’s degree preferred or other relevant work experience within the industry
Experience: 3 to 5 years of experience in relationship building/business development in the financial sector
ESSENTIAL FUNCTIONS:
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. Local network of business owners helpful.
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 Lending Team 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
WORK CONTEXT:
Ability to concentrate and focus on essential functions in appropriate priority order is required.
Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
Requires sitting for long periods and traveling to other departments and locations, as needed.
Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
Requires completion of assigned on-line training courses with a passing percentage.
Professional environment requiring appropriate professional demeanor and attire.
Work is performed indoors in environmentally controlled conditions.
SKILLS:
Conversant in business operations
Understanding of legal entities
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 multitask in a fast pace environment
Highly proficient in common sense decision making
Ability to work hours as scheduled
RELATIONSHIPS:
Responsible to the Portland Market President for fulfillment of functions and responsibilities.
Contact with clients and the public in a professional manner that will enhance the overall marketing effort of the bank.
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
Be Genuine.
Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
Influence.
Be an active player in participating, building and contributing to service.
Continuous Learning.
Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play.
We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving.
Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication.
Keep others informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community.
We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.
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