New Accounts Representative

Heritage Bank•Puyallup, WA

6d•Onsite

About The Position

Heritage Bank is seeking a new accounts representative for its Canyon Rd Branch. This role is crucial in helping customers achieve their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. The position is Full Time with a typical schedule of Monday - Thursday 8:30 a.m.- 5:15 p.m. and Friday 8:30 a.m.- 5:45 p.m. Flexibility is required to ensure adequate staffing for training or employee absences. This position is fully onsite in Puyallup, WA. Depending on qualifications and experience, New Accounts Representative I or II may be considered.

Requirements

Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years’ recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well.
Excellent written and oral communication skills.
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The 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.
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.

Nice To Haves

Multi-lingual (Spanish) is a plus, but not required.

Responsibilities

Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements.
Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank’s image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.