Relationship Banking Assistant I

Automatic Data Processing, Inc.; Eugene (OR); On-site; USD 30,000 - 42,000; Full time

Job summary

Oregon Pacific Bank is seeking a full-time clerical helper at the Eugene Branch to support Relationship Banking Officers and clients with online banking and treasury management tools.

You will assist with onboarding, product setup, and demonstrations, handling returned items and fraud verifications, while ensuring regulatory compliance and professional client communication.

Qualifications

• Bachelor’s degree or 3 years’ banking experience (new accounts/operations/support).
• Strong communication and customer service skills required.
• Proficiency with Microsoft 365 and online banking platforms.

Responsibilities

• Provide support to Relationship Banking Officers and clients for online banking and treasury tools.
• Assist with Treasury Management Agreements, merchant services, and product setup.
• Demonstrate online banking and treasury tools to clients and train new users.

Skills

Communication skills

Problem solving

Public speaking / demonstrations

Time management

Professional phone etiquette

Education

Bachelor’s degree or 3 years banking experience

Tools

Microsoft 365

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical Eugene Branch, Eugene, OR, US

Salary Range: $21.70 To $30.15 Hourly

JOB SUMMARY:

Through development of a deep technical understanding of the bank’s online systems and treasury management tools, provide support to the Relationship Banking Officers and the bank’s business clientele. Support may take multiple forms, including but not limited to: phone support of online systems, creation of Treasury Management Agreements, merchant services, participation in the group help desk ticket, providing demonstrations and trainings, product set up, and managing temporary and permanent limit increases.

Support daily activity managing returned items, accounts with known fraud, NSF activity and verification of online activities.

JOB SPECIFICATIONS:

• Bachelor’s degree or 3 years’ experience in the banking field, preferably in new accounts, operations, or business resource support.

ESSENTIAL FUNCTIONS:

• General understanding of the various business entities and their related authorities.
• Ability to work within the bank’s core system, online banking and all relevant systems associated with treasury management
• Familiar with online banking platform, user set up, account cross-referencing
• Manage returned items, NSF activity and other client communications/account issues as needed to support RBO group.
• Answer phones to provide online support
• Create applications for treasury management services
• Demonstrate online banking and treasury management tools to prospective and current clients
• Train new clients to use online banking and ACH, Online Wires and eventually Positive Pay
• Install and train new users on RDC
• Be knowledgeable of bank compliance rules and adhere to Bank, Federal and State policies, procedures, and banking regulations relating to this position
• Be familiar with, and adhere to, regulatory compliance policies and procedures relating to this position
• Other duties and special projects as assigned

ESSENTIAL SKILLS:

• Ability to communicate by phone, email and face to face in a professional manner
• Knowledge and experience with Microsoft 365 suite of products
• Possess strong problem-solving skills and a technical aptitude
• Comfortable with demonstrating products and presenting to a small group
• Ability to prioritize work, meet deadlines, and demonstrate responsibility for work outcomes and results.
• Detail oriented
• Present a professional demeanor and attire
• Willingness to travel to other departments or locations as needed

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 always.
• 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 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 alternatives, 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.

If you are a person with a disability needing assistance with the application process, please call 541-590-2535.