New Accounts Representative

HERITAGE BANK•Kent, WA

1d•Onsite

About The Position

Heritage Bank is hiring a New Accounts Representative for its Kent Branch to help customers meet their financial goals through exceptional customer service, new account opening, and participation in branch sales activities. Depending on qualifications and experience, candidates may be considered for Level I or Level II. The position is full time and fully onsite in Kent, Washington. The typical schedule is Monday through Friday, 8:30 a.m. to 5:15 p.m.; flexibility is required as needed to ensure adequate staffing for training or employee absences. The role builds and maintains customer and prospective-customer relationships, opens accounts in accordance with verification, compliance, and documentation procedures, and grows transaction accounts through cross-selling bank products and services. The representative partners with other lines of business, maintains knowledge of bank products, protects customer confidentiality, follows regulatory and internal requirements, and participates in branch and community activities. The position also processes deposits and check-cashing transactions, verifies funds and endorsements, records transactions, issues receipts, balances accurately, and places and documents account holds when required. The work takes place in a climate-controlled office. Regular attendance, punctuality, and adherence to the agreed schedule are required, with willingness to work a flexible and/or rotating schedule. The role may involve exposure to risks associated with criminal activity, including robbery, fraud, and security incidents; detailed instruction is provided to minimize risk. Work involves extended periods of sitting or standing, frequent computer-screen and document use, and operation of office and cash-handling equipment. Occasional physical activities include kneeling, reaching, bending, pushing, pulling, and carrying; occasional lifting may include money and coin weighing 25–50 pounds or files and boxes weighing 5–10 pounds. The listed base salary ranges are $22.00–$28.61 per hour for Level I and $23.00–$30.75 per hour for Level II, with actual pay dependent on qualifications, experience, and other factors. Heritage Bank offers a total rewards package that includes base salary and benefits. Full-time team members receive at least 10 paid vacation days annually, eight hours of paid sick leave per month, 11 paid holidays each calendar year, and an annual float day, prorated from start date and/or hours worked. Heritage Bank is an Equal Opportunity Employer.

Requirements

Level I: At least 1 year of recent new-accounts and relationship-selling experience, with working knowledge of new-account documentation and compliance in the financial services industry.
Level II: At least 2 years of recent new-accounts and relationship-selling experience, with working knowledge of new-account documentation and compliance in the financial services industry.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures, and the Bank’s products and services.
Detail orientation and 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 or operating systems, such as Fiserv and DNA, and ability to learn and adapt to new technologies quickly.
The position may require National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; continued employment is contingent upon successful registration and annual re-registration thereafter.
Valid driver’s license, proof of insurance, and access to reliable transportation, or ability to access and use an alternative transportation method when needed for job-related essential functions and required training.
Regular attendance, punctuality, and adherence to the agreed schedule, with willingness to work a flexible and/or rotating schedule.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine-count cash, and operate a cash counter.
Ability to stand or sit for extended periods and occasionally kneel, reach, bend, push, pull, and carry; occasional lifting of money and coin weighing 25–50 pounds or files and boxes weighing 5–10 pounds.

Nice To Haves

Multilingual ability, particularly Spanish, is a plus but is not required.

Responsibilities

Build and maintain strong business relationships with customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with account-opening, account-ownership verification, documentation, and compliance requirements.
Grow and cross-sell business transaction accounts and other bank products and services.
Partner with other lines of business to meet customer needs and achieve production goals.
Develop and maintain in-depth knowledge of current bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Comply 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 required information into the data processing system; and issue receipts.
Cash checks and pay out money after applying verification standards, and balance accurately and completely.
Place account holds when required and complete the appropriate documentation.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k)
Community volunteer time
Generous time-off policy
At least 10 paid vacation days annually for full-time team members
Eight hours of paid sick leave per month for full-time team members
11 paid holidays each calendar year for full-time team members
Annual float day for full-time team members, prorated from start date and/or hours worked