What are the responsibilities and job description for the Relationship Banking Specialist-I position at Oregon Pacific Bank?

Job Description

JOB SUMMARY

The RBS is accountable for providing client services by selling and cross-selling bank services, maintaining existing client relationships, problem resolution with clients, and opening accounts in a timely accurate and courteous manner. The RBS also serves as the initial and primary contact for consumer lending functions.

ESSENTIAL FUNCTIONS

Use software applications as requested by specific job functions
Use procedures and forms relating to the activities of the assigned work unit
Sell deposit services and cross-sell non-deposit services by maintaining a current knowledge of deposit and non-deposit services
Open new accounts, services, and products by identifying client and customer needs, completing supporting documentation, and following up on sales efforts
Receive deposits; verify cash and endorsements
Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions. Verify new client information, including collectability of funds and client identity, background, and bank references to prevent bank losses
Develop new business by making telephone calls and typing letters to prospective customers and existing clients
Order ATM / Debit cards for clients
Order client checks
Research debit card transaction questions through DCI
Assist clients to reconcile checkbook
Assist clients and customers with requests or complaints
Consumer loans—interview clients, recommend products, facilitate initial application, collect income verification, tax returns, proposed collateral, and supporting documentation for analysis. Create complete loan package for review and approval of the Consumer Loan Manager. Maintain contact with client throughout the process. Assist clients with loan closing
Explain merchant service program to merchants and refer them to the Merchant Services Representative
Keep current all scanning of corresponding account forms
Receive and maintenance account holder information on computer system
Be aware that client and customer service is being met for walk-in traffic and telephone calls
Be knowledgeable of, and adhere to, the Bank’s operations, policies, procedures, and all regulations that pertain to the position
Manage and balance cash within teller guidelines for position
Refer two (2) loan related products per month; two (2) merchant services per month; one (1) wealth management client(s) per quarter
Teamwork :

o Support co-workers whenever help is needed to provide the highest level of client service.

o Assist in completing department duties in a timely and efficient manner

Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position

Follow all Bank compliance policies and procedures relating to this position

Other duties as assigned to meet client and operational needs

RELATIONSHIPS

Responsible to the Branch Manager for the 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

WORK CONTEXT

Ability to concentrate and focus on essential functions in appropriate priority order is required.

Requires being punctual, dependable, detail oriented and responsible for work outcomes and results

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

Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions

Requires completion of assigned on-line training courses with a passing percentage

Professional environment requiring appropriate professional demeanor and attire.

Work is performed indoors in environmentally controlled conditions

JOB SPECIFICATIONS (Applicant must qualify under the following specifications)

Education : High school graduate or equivalent

Experience : Two to four years of business new accounts experience or equivalent client service and cash handling experience

Demonstrated Skills :

Knowledge of Business English and possess ability to communicate orally in an effective and tactful manner

Competency in extensive face-to-face contact with clients and customers

Competency in providing exemplary client services in a professional manner

Ability to interpret bank policies and procedures to clients

Ability to handle large amounts of cash and making change accurately

Ability to tolerate stress

Competency in basic mathematical skills such as calculating interest and percentages

Ability to operate on-line teller programs

Ability to operate ten-key calculator or adding machine

Ability to type up to 30 words per minute

Ability to use photocopying equipment and other office equipment

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

Ability to lift bags of coin up to 30 lbs

Ability to work hours as scheduled

CORE BEHAVIORS for DELIVERING ON THE PROMISE :

Be Genuine—Conduct yourself in a consistent, honest, and compassionate manner

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 other informed and up to date. Actively listen and learn from each other.

Have a Sense of Community—We passionately believe that we’re only as strong as the communities we serve, and 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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