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The Regional Business Banking Advisor, or Regional Business Relationship Advisor is responsible for acquiring new small to middle-market business clients and increasing the wallet share of existing business members within their designated region. Through effective relationship management, the Advisor advocates a comprehensive portfolio of financial products and services, delivers relevant financial information to members, and identifies cross-marketing opportunities to meet member needs, positioning themselves as a trusted advisor.

YEAR

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.OCCU is seeking a Regional Business Relationship Advisor to join our Business Services team. This hybrid (remote and on-site in Bend, OR) role offers a starting salary of $70,670–$88,337.60 per year and is eligible for incentives. The Regional Business Banking Advisor, or Regional Business Relationship Advisor is responsible for acquiring new small to middle-market business clients and increasing the wallet share of existing business members within their designated region. This role entails cultivating, strengthening, and sustaining profitable relationships, thereby enhancing OCCU’s footprint in the business sector. The Advisor also develops strategic partnerships across all OCCU business lines to facilitate referrals and optimize member engagement. Through effective relationship management, the Advisor advocates a comprehensive portfolio of financial products and services, delivers relevant financial information to members, and identifies cross-marketing opportunities to meet member needs, positioning themselves as a trusted advisor.As a Regional Business Relationship Advisor, you will identify potential members, prepare proposals to demonstrate OCCU’s benefits, and meet targets for calls, deposits, loans, and treasury services. You'll build and review relationships with business members, monitor account performance, and suggest improvements. The role involves expanding OCCU’s presence, developing new business, collaborating with branch teams for sales and referrals, and networking with professionals to generate leads. You’ll be expected to stay informed on OCCU and competitor products, complete loan requests, communicate with underwriting staff, and ensure compliance with OCCU and regulatory standards.Applicants must have at least five years' experience in commercial and business banking, familiarity with financial and digital systems, and a background in structuring credit products for small businesses across industries. Strong relationship management, business development, analytical, problem-solving, sales, and credit quality skills are required, along with proficiency in Microsoft Office Suite. A bachelor's degree in finance or a related field, or proven experience delivering measurable business outcomes, is necessary.OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.

Oregon Community Credit Union

Regional Business Banking Advisor (Hybrid - Bend, OR)

Alliance/Partner Management

Analytical Development

Business Banking

Business Development

Business Services

Commercial Banking

Credit Union

Finance

Financial Services

Financial Systems

Lead Generation

Loans

Maintain Compliance

Marketing

Microsoft Office

Performance Analysis

Performance Management

Problem Solving Skills

Proposal Writing

Regulatory Compliance

Relationship Management

Sales

Sales Management

Small Business

Strategic Planning

Treasury

Underwriting

Oregon Community Credit Union Jobs

If you are an experienced financial leader with demonstrated success in strategic leadership and operational excellence in the financial services industry, we encourage you to apply for the VP of Finance position! Strong decision-making skills and attention to detail help ensure efficient, accurate task completion in planning, workflow, and project prioritization.

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. We are currently seeking an experienced and strategic Vice President of Finance to join our Executive Team. This position is remote, with a preference for candidates located in OR, WA, or ID. The salary range for this role is $197,000 – $235,000, depending on experience and qualifications.About the Role:The Vice President of Finance plays a critical leadership role in guiding OCCU’s financial health and long-term strategy. This position leads core finance functions, including accounting, financial reporting, budgeting, and forecasting, while providing insight and recommendations to support strategic decision-making. You will lead the design, delivery, and continuous improvement of financial processes and systems while ensuring compliance with regulatory requirements and industry standards. Acting as a key advisor to executive leadership, this role helps drive organizational performance, profitability, and sustainable growth.Key Responsibilities:<ul><li>Lead and execute OCCU’s financial strategy, aligning with organizational goals and long-term objectives.</li><li>Oversee accounting operations, including general ledger, receivables, payables, and financial reporting.</li><li>Ensure timely and accurate forecasts, financial modeling, and analysis of financial trends.</li><li>Manage budget development, rolling forecasts, and performance tracking against organizational goals.</li><li>Interpret financial, economic, and statistical data to inform strategic decisions.</li><li>Ensure compliance with GAAP and all regulatory reporting requirements.</li><li>Oversee reporting to regulatory agencies and ensure timely and accurate submissions.</li><li>Address audit findings and ensure appropriate resolution of financial exceptions.</li><li>Lead, coach, and develop finance team members, fostering a highly engaged and high-performing team.</li><li>Build strong relationships with internal stakeholders to support collaboration and execution.</li></ul>What We’re Looking For:<ul><li>Minimum of seven years of directly related finance and accounting experience.</li><li>Demonstrated knowledge of generally accepted accounting principles. (GAAP)</li><li>Strong analytical, problem-solving, and strategic thinking skills.</li><li>Proven ability to manage multiple priorities and deliver results in a dynamic environment.</li><li>Strong decision-making skills and attention to detail help ensure efficient, accurate task completion in planning, workflow, and project prioritization.</li><li>Excellent organizational, communication, and decision-making skills.</li><li>Bachelor’s degree in finance and/or a strong record of achieving business results required.</li></ul>Preferred Qualifications:<ul><li>Experience in financial services, banking, or credit union environment</li><li>Advanced degree (MBA or related field)</li><li>Professional certifications such as CPA, CFA, or CMA </li></ul>Why Join OCCU:OCCU offers a comprehensive compensation and benefits package designed to support your well-being and professional growth, including:<ul><li>Low-cost medical, dental, and vision insurance</li><li>401(k) retirement plan with employer match</li><li>Paid time off plus 13 paid holidays</li><li>Tuition reimbursement for eligible education and training</li><li>Company-paid long-term disability</li><li>40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities</li></ul>OCCU is committed to being an Equal Opportunity Employer and encourages applications from all qualified candidates. If you are an experienced financial leader with demonstrated success in strategic leadership and operational excellence in the financial services industry, we encourage you to apply for the VP of Finance position!

Vice President of Finance - Credit Union (Remote)

Accounting

Accounts Payable

Accounts Receivable

Banking Services

Budget Management

Budget Reporting

Business Administration

Certified Management Accountant (CMA)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Coaching

Communication Skills

Continuous Deployment/Delivery

Continuous Improvement

Decision Support

Detail Oriented

Establish Priorities

Financial Analysis

Financial Modeling

Financial Reporting

Financial Strategy

Financial Trend Analysis

Forecasting

General Ledger Accounting

Generally Accepted Accounting Principles (GAAP)

Industry Standards

Leadership

Multitasking

Operational Strategy

Organizational Skills

Process Improvement

Profit & Loss

Regulatory Reports

Regulatory Requirements

Statistics

Time Management

FEED

OTHER

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.Requirements<ul><li>Minimum of 3 years of experience in financial services with a growing personal practice</li><li>Active Life and Health License required</li><li>FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)</li><li>Demonstrated success in client development, planning, and relationship management</li><li>Leadership ability with a strong interest in mentoring and building high-performing teams</li><li>Business-driven mindset with a long-term vision for growth</li><li>Must be authorized to work in the United State</li><li><ul><li>Certified Financial Planner preferred, but not required with relevant experience.</li></ul></li></ul>Benefits<ul><li>Top-tier health coverage including medical, dental, and vision plans for you and your dependents</li><li>401(k) retirement plan with company match to help you build long-term security</li><li>Life and disability insurance for added peace of mind</li><li>Employee wellness programs and mental health resources</li><li>Career growth opportunities and ongoing training support.</li></ul>

Banking Jobs in Eugene, OR

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Banking Jobs in Eugene, OR

Regional Business Banking Advisor (Hybrid - Bend, OR) Oregon Community Credit Union

Vice President of Finance - Credit Union (Remote) Oregon Community Credit Union

Managing Director, Financial Advisor WealthBridge Financial Group

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