Regional Business Banking Advisor

Title: Regional Business Banking Advisor | Bend, OR (Remote)

Location: Eugene, OR

Department: Business Services

Job Description:

Careers At Oregon Community Credit Union

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Department:Business Services

Location:Eugene, OR

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OCCU is a member-owned credit union based in Eugene, Oregon, guided by a clear and meaningful vision: to Enrich Lives. This purpose drives everything we do—from how we serve our members to how we support one another as colleagues. With a strong commitment to community impact, OCCU lives its values of tenacity, humility, and big-heartedness every day.

This remote role offers a starting salary of $70,670–$88,337.60 per year, with incentive eligibility. Candidates must reside in the Bend, Oregon area.

We are looking for a well-connected, community-focused Regional Business Banking Advisor or Regional Business Relationship Advisor to grow OCCU’s presence across Central Oregon. Based in Bend, this remote position blends business development, relationship management, and financial advisory support to help local businesses succeed. Some local travel is required to meet with businesses, members, community partners, and referral sources throughout the region.

About the Role:

The Regional Business Relationship Advisor builds and expands small to middle market business relationships within their region. This role focuses on growing profitable member relationships, strengthening OCCU’s business community presence, and partnering across OCCU to deliver referrals, solutions, and enrich member experience.

Key Responsibilities:

• 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 OCCU’s 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 OCCU’s vision and values.

What We’re Looking For:

• 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.

Preferred Qualifications:

• Active involvement in the Bend, Oregon business community.
• Established relationships with local centers of influence, including accountants, attorneys, brokers, business owners, and referral partners.
• Experience developing business relationships in Central Oregon or similar regional markets.
• Proven ability to represent an organization in the community through networking, outreach, and relationship-building activities.

A bachelor’s degree in finance or a related field is required and/or demonstrated experience driving measurable business outcomes.

An equivalent combination of experience and education that demonstrates the knowledge, skills, and abilities required for the position will be considered in lieu of the outlined requirements.

Why Join OCCU:

OCCU offers a comprehensive compensation and benefits package designed to support your well-being and professional growth, including:

• 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

OCCU is an Equal Opportunity Employer and welcomes applications from all qualified candidates. If you’re passionate about building business relationships, strengthening community connections, and making a positive impact, we encourage you to apply!