Note: I (13) & II (14)
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, treasury management tools,
loan referrals and third-party products. Works directly with the RBA to identify
client treasury 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.
Note: Level is determined by size and complexity of portfolio.
JOB SPECIFICATIONS:
* Education: Bachelor’s degree preferred or other relevant work experience
within the industry
* Experience: 5 years of experience in relationship building/business
development in the financial sector
ESSENTIAL FUNCTIONS:
* Identify and develop new business relationships with loan, deposit, treasury
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 all Bank, Federal and
State policies, procedures, and banking regulations relating to this position
SKILLS:
* 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
RELATIONSHIPS:
* Responsible to the Team Leader 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 other 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.
If you are a person with a disability needing assistance with the application
process, please call 541-590-2535.