Relationship Banking Officer - Deposits

Heritage Bank has an exciting opportunity to join our organizationu00a0We are seeking an experienced relationship banking officer - deposits to join our Portland Commercial team. Theu00a0relationship banking officer -- depositsu00a0is responsible for developing new deposit, treasury and credit relationships for the Bank, generating and growing new and existing business, and niche market clients, within an assigned market area. u00a0Additionally, depending on level, this position manages a business and nonprofit deposit portfolio of $30MM - $100MM, while building and maintaining strong relationships with prospects and clients and is the primary point of contact and key financial advisor. u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0 u00a0This position is fully on-site in Portland, Oregon.u00a0Base Salary Range :Level I: $80,168.40 - $94,742.00 - $113,684.00 annualLevel II: $91,707.00 - $114,639.00 - $137,561.00 annualLevel III: $100,884.00 - $126,105.00 - $151,326.00 annualIn addition to qualifications and experience, deposit portfolio, niche markets, business and non profit clients managed, new core deposit business, fee income, and referrals, in accordance with bank goals to attain growth, profitability, and customer retention / satisfaction, may be determining factors for assigned level within the job family.The Role at a Glance:u00a0u00a0 u00a0 u00a0u00a0Generates new business and nonprofit deposit and loan opportunities using strategic and consultative selling techniques, to meet growth-based sales goals by calling directly on prospects and clients within the assigned market area.Serves as a trusted relationship manager and financial advisor for new and existing client relationships. Manages all aspects of a deposit portfolio, focusing on retention and expansion opportunities.u00a0Actively manages all aspects of the sales process, including sourcing new opportunities, expanding on existing relationships, and involving appropriate team members to scope the feasibility and negotiate pricing to bring the opportunity to a close.Establishes, fosters and maintains cohesive partnerships and professional working relationships with all lines of business within the Bank to build a trusted and productive sales and service referral process and ensure a positive client experience.Consistently meets/exceeds goals and metrics for deposit growth, fee income, prospect calling, and client visits. Builds, monitors, and maintains an active sales pipeline and continues to expand referral network. Effectively utilizes corporate technology to manage client relationship interactions and progress.Prepares and presents relationship reviews, proposals, and responses to formal Requests for Proposals (RFP's) with the highest accuracy and in a timely manner (may utilize partners for support).Provides expertise on account structuring, pricing, and developing customized solutions. Orchestrates prospect meetings, final presentations and client on-boarding.Works closely and respectfully with support team members, utilizing bank technology, when requesting assistance for client servicing or sales activities. May act as a mentor and coach to team members and assist with the development process.Responds to and resolves product and service inquiries from clients, team and business partners.Participates in coordinating the successful implementation of marketing and promotional programs within the assigned market area for new products and services. Maintains an awareness of competitive products, practices, rates and changes within assigned market area.Maintains and gains an in-depth knowledge of entire product suite as well as a current knowledge of external conditions including competition, demographics, and regulatory requirements to ensure client needs are met and ensure complia

Created: 2026-02-16