Relationship Banking Growth Specialist

Oregon Pacific Bank; Portland (OR); On-site; USD 85,000 - 121,000; Full time

Job summary

Oregon Pacific Bank is seeking a Relationship Banking Officer in Portland, OR to develop new business relationships, manage depository portfolios, and coordinate treasury management solutions for clients. You will work with the RBA and Operations Support to deliver products and services while ensuring client satisfaction.

Role requires a Bachelor’s degree or equivalent experience and about 5 years in financial relationship building.

Qualifications

• 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

Responsibilities

• 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.

Skills

MS Office

Excel

Word

Relationship building

Organization

Project management

Team player

Credit knowledge

Multitasking

Independent worker

Education

Bachelor’s degree preferred

Financial services experience

Job description

Oregon Pacific Bank is seeking a Relationship Banking Officer in Portland, OR to develop new business relationships, manage depository portfolios, and coordinate treasury management solutions for clients. You will work with the RBA and Operations Support to deliver products and services while ensuring client satisfaction.

Role requires a Bachelor’s degree or equivalent experience and about 5 years in financial relationship building.