Relationship Banking Assistant - On-Site
Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Downtown Seattle team is seeking a relationship banking assistant to deliver exceptional customer service to new and existing customers and works in partnership with commercial banking teams. Provides in-office customer service, including transaction processing, opening new accounts, 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. This position is Full Time / On-site in Seattle, Washington. Typical schedule is Monday through Friday 8:45 a.m. to 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. Base Salary Range: Level I - $23.69 - $29.61 - $35.54 per hour Level II - $25.47 - $31.83 - $38.20 per hour Depending on qualifications and experience, Relationship Banking Assistant I or II may be considered. The Role at a Glance: Performs routine paying and receiving duties and balances daily work in accordance with standard operating procedures and assigned authority limits. Performs required “Know Your Customer” due diligence when processing transactions and responding to customer requests. Minimizes risk by identifying any potential fraudulent activities or transactions and escalates to management in a timely manner. Provides operational support, client relationship tracking, processes paperwork and supports commercial partners with sales and relationship expansion activities. Gains an understanding and assists with work flow demands with proper use of internal technology. Opens new accounts and completes account documentation in accordance with bank guidelines, compliance requirements, and account ownership verification procedures. Assists branch with organizing operational workflows, balancing daily transactions, reporting and completing all assignments in a timely manner. Gains and maintains working knowledge of all bank products and services, banking rules and regulations to include complex account ownership. Actively participates in assigned commercial team’s marketing and sales promotions. Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. Core Skills and Qualifications: H.S. Diploma or equivalent required. Associate’s degree in business, Marketing, Sales, Finance or relevant discipline preferred. Level I -1 year recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening and documentation, relationship management and sales skills, in a financial services industry required. Level II – 2 years recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening, documentation and compliance, relationship management and business development and sales skills, in a financial services industry required. Working knowledge of business/commercial account documentation - highly desired. 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. 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. Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Bank’s 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. Knowledge and use of customer service ticketing systems (i.e., JIRA) experience preferred. 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 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. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. 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 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. 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 Salary Range Disclaimer The base salary range represents Heritage Bank’s current salary range for the 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. Keywords: Relationship Banking, Personal Banker, Business Banking *mon
