Roger Schliecher
Aurora,OR
Summary
Business and Commercial Banker experienced in managing client portfolio's new cliendevelopment. Expertise in Practice Finance Lending, C&I Lending, and Commercial Real Estate Lending. Experienced in both credit, deposit, and ancillary bank product development. Experienced in creating Centers of Influence referral network
Overview
18
18
years of professional experience
Work History
Business Banker
Umpqua Bank
Portland, OR
06.2023 - 04.2024
- Created strategies for expanding customer base through referrals from existing customers.
- Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
- Identified opportunities for cross-selling products and services to existing customers.
- Reviewed loan documents for accuracy prior to submission for approval process.
- Responded promptly and effectively to inquiries from customers regarding their accounts or other issues.
- Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
- Ensured compliance with all applicable laws, regulations and policies governing commercial lending activities.
- Evaluated loan requests from businesses according to established criteria.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
Store Manager
Umpqua Bank
Portland, OR
11.2021 - 06.2023
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Resolved customer complaints in a timely manner.
- Created weekly work schedules for store personnel.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
- Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
- Monitored employee performance and identified performance gaps for corrective action.
Business Banker II
First Citizens Bank
Portland
01.2019 - 01.2020
- Maintained and developed existing client portfolio
- Identifying client needs and deepening the client relationship
- Completed cash flow analysis for new credit requests and existing clients at annual review/renewals
- Developed new client relationships focusing credit needs through outbound marketing and referral network.
Commercial Relationship Manager
First Interstate Bank
Portland
01.2017 - 01.2019
- Helped develop new Practice Finance program for the bank
- This included creating marketing materials, underwriting guidelines, getting the banks name out in the Practice community, sourcing new credit opportunities and building
- Responsible for managing existing book of business as well as sourcing new clients to the bank
- Specific focus on Practice Finance.
Practice Finance Lender
Bank Of The Cascades
Portland
01.2017 - 01.2017
- Specific focus was to provide lending products for Practice Finance opportunities from doctors, dentists, and veterinarians.
Small Business Banker
Bank Of America
Portland
01.2011 - 01.2017
- Focus included all business banking products including; deposit products, treasury solutions, merchant services, business credit cards and loan products
- Consistently referred clients to product partners in Business Banking, Investment and Retirement products, merchant services, and treasury services
- Responsible for servicing Small Business banking relationships for up to five branches
- Worked with each branch to ensure existing clients were.
Small Business Relationship Manager
KeyBank
Portland
01.2009 - 01.2011
- Provided service to existing small business clients as well as self sourced new small business opportunities.
Branch Sales Manager
HSBC Finance Corporation
Portland
01.2006 - 01.2008
- Managed all areas of branch operations
- Main focus on mortgage loans and managing up to four Account Executives through the loan process.
Education
High School Diploma -
Dallas High School
Dallas, OR06-1994
Oregon State University
Corvallis, ORSkills
- Portfolio Management
- Prospecting and Networking
- Customer Service
- Problem-Solving
- Relationship Building
- Financial Analysis
- Leads Prospecting
Affiliations
- 2023 Portland Business Alliance Leadership Program
Timeline
Business Banker
Umpqua Bank
06.2023 - 04.2024
Store Manager
Umpqua Bank
11.2021 - 06.2023
Business Banker II
First Citizens Bank
01.2019 - 01.2020
Commercial Relationship Manager
First Interstate Bank
01.2017 - 01.2019
Practice Finance Lender
Bank Of The Cascades
01.2017 - 01.2017
Small Business Banker
Bank Of America
01.2011 - 01.2017
Small Business Relationship Manager
KeyBank
01.2009 - 01.2011
Branch Sales Manager
HSBC Finance Corporation
01.2006 - 01.2008
High School Diploma -
Dallas High School
Oregon State University
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