Relationship Banking Officer in Portland, Oregon at Oregon Pacific Bank

Education: Bachelor’s degree preferred or other relevant work experience within the industryExperience: 5 years of experience in relationship building/business development in the financial sector

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 prospectsFormalize 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 effortsActively participates in community events and organizationsParticipates in a nonprofit board or committee position within the community Deepens client relationships through cross selling and continued engagementFoster synergy between departments to ensure that banking solutions meet the client needsIncrease 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

Proficient computer skills with an emphasis on MS Office Products to include Excel and WordAbility to engage and develop relationships with all internal bank departmentsStrong organizational and project-management skillsEffective team playerWorking knowledge of credit structuresAbility to manage a complex workflow, prioritize tasks, while remaining organizedAbility to work independently and as a member of a teamAbility to work hours as scheduledAbility to multitask in a fast pace environmentHighly proficient in common sense decision making

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.

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.