Business Relationship Manager

Join our team as a Business Relationship Manager based out of our Oregon Office, where you will play a key role in building and maintaining strong business relationships while ensuring the quality and security of loans. This position offers the opportunity to prospect for new clients, manage a profitable loan portfolio, and actively participate in cross-selling opportunities. You’ll collaborate with internal teams and leverage programs like SBA and WHEDA to serve your clients’ best interests, all while limiting risk to the bank. Be a vital part of our community, helping businesses grow while contributing to the bank's success.

Officer titling is based on experience (Officer, Assistant Vice President, Vice President, etc).

Develop and Expand Business Relationships:

• Prospect potential new clients for all areas of the bank through networking, referral sources and other sources deemed necessary.
• Maintain and service a profitable loan portfolio to ensure quality and limited risk to the bank and share-holders.
• Utilize external programs to limit the exposure to the bank and to ensure the client’s best interests are taken into account (i.e. SBA, WHEDA).
• Initiate cross selling opportunities through meetings with clients and fellow employees by reviewing the client’s banking relationships.
• Evaluate credit worthiness of clients and work to ensure loans are appropriate risk tolerance for client and the bank
• Maintain regular, continuous contact with clients through various means of communication.
• Actively utilize CRM system to track all loan notes, client and prospect activities and progress of relation-ships.
• Remain active in community and community organizations to enhance bank image, identity and develop relationships.

Loan Responsibilities:

• Prepare data sheets and review loan documents to ensure that the proper forms are used for both new loan requests and renewed loans.
• Prepare and present new loan requests, renewal loan requests and loan proposals to respective approval authorities per Loan Policy including but not limited to Officer Loan Committee and Director Loan Committee
• Work past dues, overdrafts, insurance exceptions and technical/financial exceptions to ensure that they are resolved in a timely manner to limit exposure to the bank.
• Attend internal loan committee, officer’s meetings, staff meetings, referral meetings and other meetings as they arise.
• Meet established benchmarks for individual goals, office goals and departmental/bank goals.

Other Responsibilities:

• Continually develop knowledge, skills and abilities thorough internal and external training programs
• Complete all annual security and compliance training as required.
• Maintain confidentiality of client information at all times.
• Actively participate in bank and department meetings.
• Perform all other duties as assigned or requested.