Deposit Relationship Manager - Portland, OR
- 📁
- Retail Banking Branch Manager
- 💼
- The Commerce Bank
- 📅
- 068975 Requisition #
At the Commerce Bank of Oregon, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.
The Commerce Bank is seeking a seasoned Depository Relationship Manager to join our Portland, OR team. This role is responsible for originating and managing a portfolio of accounts while cultivating new client relationships and expanding existing ones. The ideal candidate will possess deep expertise in Treasury and Depository Services and Commercial Banking strategies, with a strong focus on business development and client retention.
Essential Functions:
Provides a full range of Depository products and services to businesses with an emphasis on client relationship development, sales, and service. Responsible for providing industry specific knowledge and experience in managing a portfolio of deposit business clients, bringing in new relationships, and expanding current / existing portfolio.
Risk management is a significant part of the depository portfolio management.
Develops prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources.
Manages the portfolio from a balanced perspective on sales, efficiency, risk, and profitability.
Contacts prospective customers to present information on banking services such as deposit accounts, lending, treasury management and wealth services.
Determines prospects/customers' financial needs and presents solutions to sell bank services.
Responsible for timely and adequate preparation of relationship reviews and recommendations to the appropriate bank partners.
Performs such functions as outbound prospecting calls, conducting prospect/customer interviews, facilitating depository accounts, credit requests, and referring prospects to other business units and cross-selling other bank services.
Other duties as assigned.
Qualifications:
Requires a Bachelor's and 4+ years experience with finance, banking, including bank products and deposit or other directly related experience. A combination of education and experience may meet requirements.
Extensive knowledge of financial products, banking regulations, risk and deposit associated financial strategy and customer development.
Strong customer service and problem-solving skills and demonstrated ability to work with customers in a consultative manner.
Excellent verbal and written communication skills and strong presentation skills.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
This position will be open until filled.
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