OCCU | Oregon Community Credit Union

Advisor

• Identify potential members and develop proposals detailing how OCCU can benefit them
• Achieve call targets and other goals, including deposit growth, small business loans, and treasury management services
• Establish valued relationships with business members and regularly conduct relationship reviews within the business portfolio
• Expand OCCUs commercial and business banking reach in the counties we serve
• Develop new banking relationships with business prospects while growing and managing a business portfolio to achieve established goals
• Work with branch partners to maximize sales and service efforts for business members and cross-sell other OCCU products and services
• Network with centers of influence, including accountants, attorneys, brokers, and other referral sources, to develop business relationships
• Develop and maintain an in-depth knowledge of OCCU products and services, as well as competitor products
• Complete loan requests for underwriting consideration and communicate effectively with underwriting and processing staff
• Ensure solutions maintain compliance with OCCU and regulatory standards
• Maintain strong attention to detail, organization, motivation, confidentiality, and alignment with OCCUs vision and values

Regional Business Banking Advisor

Business Development Rep

• Lead, coach, and develop a team of Business Development Officers to achieve regional goals and deliver best-in-class service.
• Build and expand strategic relationships with franchise and independent dealerships across California.
• Drive regional business development strategies, loan origination targets, dealer engagement, and compliance expectations.
• Monitor market conditions, competitive shifts, and dealership performance to inform strategy and adjust plans proactively.
• Partner with leadership to evolve indirect lending initiatives, improve processes, and support long-term program growth.
• Represent OCCU at dealership events, networking opportunities, and partnership activities, including occasional evenings and weekends.
• Ensure team communication, performance management, and development plans are consistently executed.
• Prepare and analyze regional reports, track BDO activities, and address performance gaps quickly and effectively.

Regional Business Development Manager

• Promote OCCU's Indirect Lending products and services to dealership leaders and staff.
• Build new dealer partnerships and strengthen existing franchise and independent relationships.
• Develop outreach plans to grow dealer penetration and loan volume.
• Follow up on leads and referrals from field activity.
• Train dealership staff on OCCU expectations, procedures, guidelines, and contracts.
• Liaise with dealers, underwriting, and Indirect Lending to support smooth deal flow.
• Identify and report dealer issues, misrepresentation, or compliance concerns.
• Maintain strong knowledge of indirect lending regulations and compliance requirements.
• Complete dealer visits and record outcomes daily per Dealer Management guidelines.
• Support marketing events, partnership activities, and required training.
• Monitor competitor rates, market trends, and dealer performance to guide strategy.
• Resolve member, dealer, and branch disputes; manage ServiceNow complaints promptly.

Regional Business Banking Advisor

Regional Business Development Manager

Indirect Lending Business Development Officer