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Oregon Pacific Bank

Commercial Relationship Manager

Oregon Pacific Bank, Medford, Oregon, United States, 97504

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Oregon Pacific Bank

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.

JOB SPECIFICATIONS

Education: Bachelor’s Degree in Business, Finance, or related area

Experience: Typically requires 5 or more years of prior commercial lending experience, strong credit and analytical skills, and knowledge of Bank services

ESSENTIAL FUNCTIONS

Develop new business by contacting prospects and clients to meet loan growth and profitability goals

Interview loan applicants and collect and analyze financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request

Establish and negotiate terms for credit extension, including costs, repayment method, schedule, and collateral requirements

Collect and analyze current creditworthiness information for clients and existing loans through direct inspection, interim financial reports, and personal interview

Analyze highly complex credit requests (commercial real estate, asset‑based lending, commercial lending, general lending to business and professional clients)

Submit all financial data to the Credit Analyst in a timely manner

Monitor all credits through periodic reviews, continual analysis, and proper documentation

Manage existing loans, monitor repayment activities, and collect from past‑due accounts (except special assets); report classified loans to the Chief Credit Officer periodically

Remedy deficiencies when appropriate

Advise clients on business management and financial matters where possible

Cross‑sell Bank services to other departments, OPB Trust, and OPWM

Undertake special projects relating to departmental services

Participate in community affairs to enhance business opportunities

Conduct business and work relationships in an ethical, professional, and courteous manner

Be knowledgeable of bank compliance rules and adhere to federal and state banking regulations

Follow all Bank compliance policies and procedures; other duties as assigned to meet client and operational needs

BENEFITS

Paid Vacation and Sick Leave

11 Paid Holidays

Health, Vision, and Dental insurance options

Bank Paid Life, AD&D, and Long‑Term Disability Insurance

401K and Profit‑Sharing Plans

Eligibility to participate in Section 125 Flexible Spending Plans

Fitness Club Reimbursement

WORK CONTEXT

Ability to concentrate and focus on essential functions in priority order

Requires punctuality, dependability, detail orientation, and responsibility for work outcomes

Requires sitting for long periods and traveling to other departments and locations as needed

Requires contact with others by telephone, electronic mail, and face‑to‑face discussions

Requires completion of assigned online training courses with a passing percentage

Professional environment requiring appropriate professional demeanor and attire

Work performed indoors in environmentally controlled conditions

Ability to lift up to 30 lbs. if necessary

SKILLS

Solid knowledge of banking regulations, compliance issues, and Bank policies

Familiarity and experience with a variety of financial institution concepts, practices, and procedures

Solid understanding of Generally Accepted Accounting Principles and Tax Accounting

Understanding of complex commercial and consumer lending terms and documentation

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 work with others in a cooperative manner that supports a team environment

Ability to lift up to 30 lbs. if necessary

Ability to work hours required to fulfill job expectations

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 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 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.

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