Regional Business Banking Advisor

OCCU | Oregon Community Credit Union

Regional Business Banking Advisor developing relationships with small to middle market businesses at OCCU. Focused on community engagement and business development across Central Oregon.

Posted 7/15/2026full-timeBend • Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $70,670 - $88,337 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in commercial and business banking, with a strong focus on relationship management, business development, and compliance with regulatory standards. Proficient in leveraging financial core and digital systems to enhance service delivery and achieve business goals.

Highest-signal resume keywords

Commercial Banking ExperienceRelationship Management SkillsBusiness DevelopmentCredit Product StructuringMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial BankingBusiness BankingCredit StructuringDeposit GrowthTreasury ManagementLoan UnderwritingRegulatory ComplianceAnalytical ThinkingSales SkillsProblem Solving

Soft Skills

Relationship BuildingCommunication SkillsAttention to DetailOrganizationMotivation

Tools & Technologies

Financial Core SystemsDigital Banking SystemsMicrosoft Office Suite

Industry Keywords

Small Business LoansBusiness Portfolio ManagementNetworkingLocal Business CommunityReferral Sources

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

A minimum of five years of experience in commercial and business banking
Established knowledge of financial core and digital systems
Background structuring credit products for small businesses in diverse industries
Strong relationship management skills, including new business development, analytical thinking, problem solving, sales skills, and credit quality skills
Demonstrated skills in Microsoft Office Suite
Strong business acumen, communication skills, and ability to build and maintain networks inside and outside the organization
Must reside in the Bend, Oregon area and be well connected and active within the local business community
Ability to work remotely from Bend, Oregon while traveling locally to meet with businesses, members, prospects, referral sources, and community partners as needed

Benefits

Comp & perks

Low-cost medical, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off plus 13 paid holidays
Tuition reimbursement for eligible education and training
Company-paid long-term disability
40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities