Branch Relationship Officer

Heritage Bank has an exciting opportunity to join our organization!

At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Branch Relationship Officer at our Lloyd Branch in Portland, Oregon.

The branch relationship officer is responsible for the profitability, production goal achievement, 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.

Base Salary Range

$80,168.40 - $93,965.00 annual

The role at a Glance :

• Co-leads 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 goal-setting, 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 team's marketing and sales promotions; participates in market functions and community activities to promote the Bank's 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 in-depth knowledge of the Bank's 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.

Core Skills and Qualifications :

Working Environment / Conditions :

Physical Demands / Effort :

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 you'll 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. Full-time 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.

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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