Branch Relationship Officer

Company: Heritage Bank
Location: Beaverton
Posted on: March 20, 2025

Job Description:

Base Salary Range:

All potential applicants are encouraged to scroll through and read the complete job description before applying.

$77,968.80 - $93,965.00 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, 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.

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:

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.
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 Bank's 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 co-workers, and work effectively as a team member.
Advanced knowledge of all branch job functions, paying/receiving, operations, branch certifications and in-depth 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 non-routine mathematical errors.
Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence.
Strategic approach to problem solving and decision-making, 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 re-registration 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 agreed-upon 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, multi-line 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, 25-50 lbs.

Travel Time:

May travel for business development and customer meetings; willingness to travel to other branch locations when needed; valid driver's 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 job-related essential functions.




Heritage Bank is an Equal Opportunity Employer



Salary Range Disclaimer

The base salary range represents the min, mid and max of Heritage Bank's 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 Bank's 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.




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Keywords: Heritage Bank, Beaverton , Branch Relationship Officer, Accounting, Auditing , Beaverton, Oregon