Branch Relationship Officer

Base Salary Range:

$77968.80 $93965.00 annual

At Heritage Bank we work hard but also know how important it is to take time off to stay healthy relax and spend time doing what makes your heart happy!

As part of our team youll enjoy a total rewards package which includes base salary based on the role experience and skill set along with an exceptional benefits package (medical dental vision life insurance 401(k) community volunteer time) and generous time off policy. Fulltime team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month* while also enjoying 11 paid holidays each calendar year and an annual float day. *prorated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview

Heritage Bank has an exciting opportunity for a branch relationship officer at our Tanasbourne Branchin the Hillsboro/Beaverton Oregon area. The branch relationship officer is responsible for the profitability production goal achievement and customer service and operational excellence of assigned branch by executing sales and business development activities proactively partnering with the commercial team to support both new and existing deposit relationships meeting operational objectives managing employee development and engagement through coaching and performance management. This position also supports and participates in community involvement efforts and events.

Depending on location this position is relied upon to manage a customer base with complex business and banking needs.

The successful candidate will be able to:

• Coleads and supports the sales and service activities in the banking center to ensure that established production goals for deposits fee income loan production and other goals are met. Organizes and directs operational workflow to minimize risk and ensure efficient effective procedures practices staff composition and scheduling.
• Proactively develops grows and retains deposit and loan relationships both independently and in partnership with commercial relationship managers. Responsible for small business and consumer loan activity. Actively supports business partners with the successful onboarding and ongoing servicing of deposit relationships. Works with staff to proactively meet customer needs in a responsive efficient manner across department lines.
• Develops skills of staff through goalsetting coaching problem resolution delegation training counseling and performance management to include the development of sales and service skills as well as the achievement of business goals.
• Supports commercial partners with sales and relationship expansion activities. Actively refers commercial loans. Provides operational support onboarding support client relationship tracking processing paperwork and assembling and summarizing information as requested and/or required. Leads participates and demonstrates mastery of work flow demands with proper use of internal technology.
• Responsible for the accurate and timely completion of certifications compliance and reporting requirements. Ensures audit security and compliance issues and/or concerns are addressed and resolved in a timely manner. Monitors location security and ensures satisfactory appearance and condition of the banking center.
• Actively leads and trains staff to ensure branch consistently adheres to all regulatory compliance standards internal operational and credit controls and follows all operating policies and procedures.
• Develops and maintains professional working relationships with all line of business partners to gain and deepen relationships and meet banking center goals and objectives.
• Actively participates in commercial teams marketing and sales promotions; participates in market functions and community activities to promote the Banks image and growth. Represents the Bank in the local community through event attendance volunteerism nonprofit board and committee work.
• Ensures the customer experience is conducted in accordance with Heritage Bank Service Standards. Maintains an indepth knowledge of the Banks products and services. Leads the successful implementation of marketing and promotional programs in the banking center and rolling out new products services and programs.
• Works collaboratively with management and Human Resources to recommend staffing levels and approve personnel actions such as hiring terminations promotions transfers timely performance reviews and salary increases in accordance with legal and acceptable Bank personnel practices.
• Maintains proficient knowledge of and ensures bank activities are performed in compliance with all state and federal banking laws and regulations applicable to areas of responsibility.
• Ensures Bank activities are performed in compliance with the Banks Policies and Standards in partnership with Enterprise Risk Management and other internal banking partners.

Requirements:

• High School diploma or equivalent required. Associates degree or higher in Business Accounting and/or Finance preferred.
• 4 years recent experience in branch banking operations sales and service effectively managing a deposit and customer base to include a minimum of 2 years in a supervisory / management role demonstrating effective operational relationship management and business development skills and demonstrated success in leading coaching and motivating a team required.
• Thorough working knowledge of consumer lending and all consumer and commercial deposit products and services required.
• Thorough working knowledge of small business lending and Treasury Management products and services preferred.
• Equivalent combination of education training and experience may be considered.
• Proven ability to provide professional responsive customer service; with strong customer service delivery sales business development and relationship selling skills.
• Strong listening verbal written and telephone etiquette business communication skills including effective questioning strategies and presentation skills; with the ability to read write speak and understand English well.
• Demonstrated ability to train employees in customer service sales operations compliance and product knowledge.
• Strong leadership and managerial skills are required to manage motivate and develop a team and monitor workflow and schedules. Employee development performance management training and employee counseling skills are required.
• Proven ability to develop and maintain open professional positive and productive relationships; demonstrate cooperative behavior with management business partners customers and coworkers and work effectively as a team member.
• Advanced knowledge of all branch job functions paying/receiving operations branch certifications and indepth working knowledge of all retail banking products and services consumer and small business lending account and legal documentation.
• Strong understanding of debit/credit relationships and negotiable instruments; math skills to calculate interest balance accounts and locate routine and nonroutine mathematical errors.
• Consistent sales and business development skills with the ability to identify customer needs and crosssell the Banks products and services with confidence.
• Strategic approach to problem solving and decisionmaking with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints.
• Strong analytical reasoning attention to detail organizational data review and time management skills with the ability to accurately manage multiple assignments goals reporting requests and staffing schedules ensuring priorities are set and commitments and deadlines are met with minimal direction and supervision.
• Unquestionable integrity in handling sensitive and confidential information required.
• Proficient PC experience using MS Office products (Word Excel Outlook) and working knowledge of financial services industry core processing and automated banking systems i.e. Fiserv or equivalent with the ability to learn and adapt to new technologies quickly.
• This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual reregistration thereafter.

Working Environment/Conditions:

• Climate controlled office environment.
• Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent interruptions during the day.
• Work requires regular attendance punctuality and adherence to agreedupon schedule with willingness to work a flexible and/or rotating schedule and or extended hours and assist at other locations or remotely as needed.
• May be exposed to potential risk and hazard receives detailed instruction to minimize risk.

Physical Demands/Effort:

• Work may involve the constant use of computer screens reading of reports and sitting throughout the day.
• Ability to operate a computer keyboard multiline telephone photocopier scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel reach bend push pull and carry.
• Occasional lifting to independently move and/or push cart to transport money and coin 2550 lbs.

Travel Time:

May travel for business development and customer meetings; willingness to travel to other branch locations when needed; valid drivers license proof of insurance and access to reliable transportation; or the ability to access and utilize an alternative method of transportation when needed to carry out jobrelated essential functions.

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age protected veteran status disability or any other basis protected by applicable law.

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Salary Range Disclaimer

The base salary range represents the min mid and max of Heritage Banks salary range for this position. Actual salaries will vary depending on factors including but not limited to qualifications experience and job performance. The range listed is just one component of Heritage Banks total compensation package for full time and part time employees. Depending on position other total compensation rewards may include monthly quarterly or annual incentive and/or bonuses.

##JobCategory:Retail Banking##

##Street:9515 NE Windsor St##

##City:Beaverton##

##State:OR##

##ZipCode:97006##

##Internal:false##

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