Senior Relationship Banking Leader — Wealth & Business Growth

Oregon Pacific Banking Co.; Portland (OR); On-site; USD 140,000 - 220,000; Full time

Job summary

Oregon Pacific Bank in Portland, OR is seeking an experienced senior Banking Relationship leader to expand client networks, manage the Relationship Banking Team, and drive revenue growth while upholding the highest standards of integrity.

Responsibilities include strategic market leadership, budgeting, cross-selling wealth management, and representing the bank at community events. A strong track record in relationship banking and compliance is essential.

Qualifications

• Bachelor’s degree preferred or equivalent banking experience.
• 10+ years in relationship banking and management.
• Strong business development, decision making and problem-solving skills.
• Extensive knowledge of bank services.

Responsibilities

• Provide strategic leadership for market to ensure all budgetary, strategic and internal cultural initiatives are achieved.
• Develop and communicate team and group goals and establish operating expectations for branch manager and relationship banking team.
• Develop annual branch budget with input from branch staff.
• Develop and maintain revenue-generating client relationships by calling on prospective or existing customers in order to meet/exceed team deposit growth and profitability goals.
• 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 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

Business development

Relationship management

Banking regulations

Written communication

Verbal communication

Detail oriented

Problem solving

Project management

Strategic thinking

Education

Bachelor’s degree preferred or equivalent experience

Job description

Oregon Pacific Bank in Portland, OR is seeking an experienced senior Banking Relationship leader to expand client networks, manage the Relationship Banking Team, and drive revenue growth while upholding the highest standards of integrity.

Responsibilities include strategic market leadership, budgeting, cross-selling wealth management, and representing the bank at community events. A strong track record in relationship banking and compliance is essential.