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Heritage Bank NW · 19 hours ago

Relationship Banking Assistant - On-Site

Beaverton, OR, US

Full-time

Onsite

Entry, Mid Level

$23.69/hr - $35.54/hr

1+ years exp

Heritage Bank NW is seeking a Relationship Banking Assistant to deliver exceptional customer service to new and existing customers at their Tanasbourne Branch. The role involves transaction processing, account maintenance, and recommending products and services in compliance with regulatory requirements.

Banking

Responsibilities

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

Qualification

Commercial banking experienceCash handlingNew accounts openingRelationship managementSales skillsCustomer serviceMS Office proficiencyBilingual (English/Spanish)Problem solvingTime managementDetail orientedEffective communicationIntegrity

Required

H.S. Diploma or equivalent required

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

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

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