Job Description

Job Title : Relationship Banker

Work Location: Gresham OR 97030 (Hybrid 3 Days in office)

Fully on site 5 days per week during training: 8-week training period, will transition to hybrid 3 days on site after training

Position Type/Duration of Assignment:– 6 Months Contract to possible Full Time Role

The client facing role will be focused on re-papering corporate and business clients that were recently onboarded to Bank products and services. This requires exceptional customer service, analyzing, organizing and managing incoming documentation and coordinating the onboarding with multiple groups. There are operational tasks which require access to several platforms within Treasury Management Client Integration. The activities will be getting documentation back from clients and creating and updating various systems.

Responsibilities:

• Client facing experience leading projects of all sizes with simple to complex onboarding of products.
• Gathering documentation and requirements with ability to manage and interpret the data.
• Manages communications regarding project that create clear, concise requirements, resourcing and timings.
• Works directly with clients and internal stakeholders to understand business objectives and strategies related to project priorities.
• Leading complex client facing projects for the integration of Bank systems and products.
• Oversees assigned projects from initial concept through final implementation utilizing approved project methodology/tools and within enterprise standards and guidelines.
• Organizes and manages a high quality, cross-functional team by providing work direction and coaching/mentoring to assigned project managers and coordinators.
• Constructs a reporting and tracking framework and benchmarks.
• Provides oversight to projects to meet established function, quality, cost, and schedule.
• Escalates issues and risks to appropriate level.
• Documents processes or procedures when necessary, during the project lifecycle.

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