JOB SUMMARY: Assist the Branch Manager in all phases of branch operations and assume responsibility for the branch in the Branch Manager’s absence. Represent the Bank with the highest level of integrity and professionalism at all times. Accountable for exceeding client expectations by selling and cross-selling business banking services, maintaining existing client relationships, and opening business accounts in a timely, accurate and professional manner. Responsible for the day-to-day activities of business deposit services, merchant services, and cash management. Provide support to the Banking Teams as needed. Promote 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.

JOB SPECIFICATIONS:

• Education: High school graduate or equivalent

▪ Successful completion of in-house training program

▪ Notary for State of Oregon

• Experience: Minimum five years of complex business new accounts experience, cash management, proficient interpreting trust documents, competent in management of deposit portfolio

ESSENTIAL FUNCTIONS:

• Highest level of professional communication skills, both orally and in writing

• Be knowledgeable of, and adhere to, Bank’s policies and procedures and all regulations pertaining to this position

• Follow all Bank compliance policies and procedures relating to this position

Operations

• In the absence of the Branch Manager, or at the Branch Manager’s direction act in the capacity of Branch Manager with all operation duties including, but not limited to, ATM Balancing, ordering branch cash, preparing cash shipments, etc.

• Provide support to Operations staff through ongoing training, mentoring, and coaching to ensure prompt, accurate, and dependable client service.

• Monitor the accuracy and effectiveness of internal check back processes

• Join in the efforts to maintain internal performance objectives for the branch, including business volume, deposits, profitability goals, and quality of audit reports

• Oversee daily branch cash and teller cash balancing

• Responsible for monthly Numbered Forms certification and others as assigned

• Mentor, train and provide support to Relationship Banking Specialist(s)

• Be knowledgeable of residential loan, trust, and investment products and arrange meetings between clients or prospective clients and appropriate Bank representatives

• Proactively discuss client needs, problems or complaints with manager

Relationship Banking Specialist

• Highly experienced in understanding complex business entities and corporate structure

• Support the Relationship and Commercial teams in sales, set-up and monitoring of all business services; including deposit accounts, cash services and handling, remote deposit capture, merchant services, cash management, and online banking

• Open new accounts, services, and products by identifying client needs, completing supporting documentation, and following up on sales efforts

• Responsible for the accurate set up of all deposit related services

• Accept debit card orders and disputes

• Other duties as assigned to meet business objectives

WORK CONTEXT:

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

• Requires interaction with clients and co-workers in sometimes difficult circumstances requiring patience.

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

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

• Requires counting money accurately.

• 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.

SKILLS:

• Ability to work independently and as part of a team

• Knowledge of Business English

• Ability to communicate orally in an effective manner

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

• Competency in providing exemplary client services in a professional manner

• Competency in interpretation of bank policies and procedures to clients

• Competency in handling large amounts of cash and making change accurately

• Ability to tolerate stress

• Competency in basic mathematical skills

• Ability to operate on-line teller programs (Premier, Director, etc.)

• Ability to operate ten-key calculator or adding machine

• Ability to type up to 30 words per minute

• Ability to use photocopying equipment

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

• Ability to lift boxes of coin up to 20 lbs.

• Ability to work hours as scheduled

• Ability to multitask in a fast pace environment

RELATIONSHIPS:

• Responsible to the Branch Manager for 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.

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.