Job Description

Base Salary Range:

$22.56 - $28.20 - $33.85 per hour

At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!

As part of our team you’ll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview:

Heritage Bank has an exciting opportunity to join our organization!

The relationship banking assistant works in partnership with commercial banking teams to deliver an exceptional customer service experience to new and existing customers. Provides in-office customer service, including transaction processing and account maintenance in compliance with all regulatory requirements. Actively recommends products, services, and solutions for the benefit of the customer, in accordance with Heritage Banks' Service Standards.

The Bellevue Commercial Banking Center is a designated travel team branch. Travel primarily supporting the Seattle Branch; however, travel to other surrounding branches may be required.

The successful candidate:

Performs routine paying and receiving duties and balances daily work in accordance with established Standard Operating Procedures and assigned Authority Limits. Minimizes risk by identifying any potential fraudulent activities or transactions and escalates to management in a timely manner.
Performs required “Know Your Customer” due diligence when processing transactions and responding to customer requests.
Supports commercial partners with sales and relationship expansion activities. Provides operational support, client relationship tracking, processes paperwork, and assembles and summarizes information, as requested and/or required. Gains understanding of work flow demands with proper use of internal technology.
Opens new accounts and completes account documentation in accordance with Bank guidelines, all account opening compliance requirements, and account ownership verification procedures.
Assists branch with organizing operational work flows, balancing daily transactions, certifications/audits, compliance, reporting and approving transactions, and completing all assignments in a timely manner.
Gains a working knowledge of all bank products and services
Actively participates in commercial team’s marketing and sales promotions; participate in market functions and community activities to promote the Bank’s image and growth.
Actively contributes to the success of the team through individual goal attainment, self-development and completing all requests and assignments in a timely manner.

Requirements:

H.S. Diploma or equivalent required. Associate's Degree Business, Marketing, Sales, Finance or relevant discipline preferred.
1 year recent cash handling, commercial banking and/or retail branch banking experience, which includes relationship management and sales skills required.
Knowledge of new account documentation and compliance in a financial services industry preferred.
Equivalent combination of education, experience and training may be considered.
Demonstrated ability to provide an exceptional level of quality service for internal/external customers; responds to customers' needs, questions, and concerns in an accurate, effective, and timely manner.
Ability to work effectively as a team contributor to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers.
Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
Effective listening, verbal, written and telephone etiquette business communication skills to clearly present outstanding/follow up issues over the phone, via email, and in person in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
Understand and complies with the Bank’s policies, procedures, security, and regulatory requirements.
Ability to gain understanding of and apply principles, procedures, compliance requirements, federal/state regulations, and policies related to assigned area, as well as the Bank’s policies, procedures, products, and services.
Understanding of debit/credit relationships and negotiable instruments; math skills to locate routine and non-routine mathematical / cash errors, to accurately process and adhere to customer instructions.
Detail oriented with strong organizational, problem solving and time management skills; with the ability to manage multiple assignments and goals, ensuring that priorities are set and commitments and deadlines are met, with moderate supervision.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient use and understanding of MS Office products (Word, Excel, Outlook), strong understanding and working knowledge of the Bank’s core processing/operating system; with the ability to learn and adapt to new technologies quickly.
This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.

Working Environment/Conditions:

Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be required to work Saturdays and/or extended hours, as needed.
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.

Physical Demands/Effort:

Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Depending on location, occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs.

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.

Job applicants have certain legal rights. Please click here for information regarding these rights.

If you need assistance completing the online application, please email: [email protected]

Salary Range Disclaimer

The base salary range represents the min, mid and max of Heritage Bank’s salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank’s total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.

##JobCategory:Retail Banking##

##Street:10500 NE 8th St. Ste 1500##

##City:Bellevue##

##State:WA##

##ZipCode:98004##

##Internal:False##

This job was posted on Thu May 18 2023 and expired on Mon May 29 2023.

Minimum $26K /yr

$80K /yr Average

Maximum $539K /yr

Tasks

Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale.

Resolve customer complaints regarding sales and service.

Review operational records and reports to project sales and determine profitability.

Oversee regional and local sales managers and their staffs.

Determine price schedules and discount rates.

Prepare budgets and approve budget expenditures.

Monitor customer preferences to determine focus of sales efforts.

Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

Direct, coordinate, and review activities in sales and service accounting and record-keeping, and in receiving and shipping operations.

Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.

Advise dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.

Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications.

Represent company at trade association meetings to promote products.

Confer with potential customers regarding equipment needs and advise customers on types of equipment to purchase.

Assess marketing potential of new and existing store locations, considering statistics and expenditures.

Visit franchised dealers to stimulate interest in establishment or expansion of leasing programs.

Direct foreign sales and service outlets of an organization.

Skills

Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Writing - Communicating effectively in writing as appropriate for the needs of the audience.

Speaking - Talking to others to convey information effectively.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.

Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.

Coordination - Adjusting actions in relation to others' actions.

Persuasion - Persuading others to change their minds or behavior.

Negotiation - Bringing others together and trying to reconcile differences.

Instructing - Teaching others how to do something.

Service Orientation - Actively looking for ways to help people.

Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Systems Evaluation - Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.

Time Management - Managing one's own time and the time of others.

Management of Personnel Resources - Motivating, developing, and directing people as they work, identifying the best people for the job.

Knowledge

Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.