Relationship Banker

About the Role

Relationship Bankers build meaningful, long‑term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners.

Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs.

Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients.

Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards.

Primary associate in the branch to open new deposit accounts and to originate consumer loans. Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio.

Educates customers about the availability of services originated by internal partners such as Treasury Management services.

Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. Develops a pipeline of prospects from inbound branch and outbound activities. Independently supports and resolves client issues with digital products and services.

Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.

• Build and maintain long‑term client relationships.
• Provide sound financial advice and customized solutions.
• Engage in client financial reviews and business financial reviews.
• Open new deposit accounts and originate consumer and small business loans.
• Develop and maintain a loan and deposit portfolio.
• Provide education on digital and traditional banking solutions.
• Perform proactive outbound calls and community outreach.
• Resolve client issues with digital products and services.
• Participate in community events and volunteer activities.

• High School Diploma or GED (required).
• Minimum 2 years of banking and/or sales experience.
• Minimum 2 years developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment.
• Minimum 2 years in a lending function with loan origination and processing.
• In‑depth knowledge of consumer and business products and services.
• Proficiency in consumer and business lending.
• Understanding of cash flow, financial statements, and market risk.
• Ability to use technology across delivery channels (online, mobile, ATM, etc.).
• Potential to act as a Bank MLO; must register under SAFE Act and comply with training.

Competitive Base Salary: $20.00 to $28.00 per hour plus performance‑based incentive compensation.

Health, Dental, Vision coverage; 401(k) retirement savings plan with employer match; employee assistance program; life insurance; disability insurance; tuition assistance; mental health resources; identity theft protection; legal support; auto and home insurance; pet insurance; online discount marketplace; paid vacation, sick days, volunteer days, holidays.

Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Medford, OR – 220 East 10th Street – 1st Floor; fully onsite required.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.