Relationship Banking Team Leader in Portland, Oregon at Oregon Pacific Bank

NewSalary: $122480 - $179450
Oregon Pacific Bank
Portland, Oregon, 97225, United States
Posted on
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Job Description

JOB SUMMARY:

This is a senior banking position in the market and will represent the Bank with the highest level of integrity and professionalism at all times. Role is 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. Promote and cross-sell the Bank’s Trust and Wealth Management Services to the Bank’s professional and business client base. Emphasis on a single department, holistic approach to all banking and wealth management services. Responsible for the overall financial and cultural success of the team.

JOB SPECIFICATIONS:

  • Education: Bachelor’s degree preferred or other relevant work experience within the industry
  • Experience: 10 or more years of prior relationship banking and management experience. Strong business development, decision making and problem-solving skills. Extensive knowledge of bank services

    • ESSENTIAL FUNCTIONS:

    • 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 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:

  • Strong business development and relationship management skills focused on commercial clients.
  • Solid knowledge of banking regulations, compliance issues and Bank policies
  • Familiarity and experience with a variety of financial institution concepts, practices and procedures
  • Excellent and effective written and verbal communication skills
  • Competency in providing exemplary internal/external client and customer services in a professional manner and with tact and diplomacy
  • Ability to be detail oriented with good problem-solving skills
  • Ability to tolerate high levels of stress
  • 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
  • Strategic thinking with ability to execute at a tactical level.

    • RELATIONSHIPS:

  • Responsible to the Chief Lending Officer for fulfillment of functions and responsibilities.
  • Supervises Market Relationship Banking Team and Branch Manager
  • Contact with clients and the public in a professional manner that enhances the overall marketing effort of the bank.
  • Required to collaborate, cooperate, and communicate with supervisor, co-workers, clients and customers.

    • 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.

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    Job Location

    Portland, Oregon, 97225, United States

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