New Accounts Representative

HERITAGE BANK • Kent, WA

1d • $22 - $31 • Onsite

About The Position

Heritage Bank is hiring a full-time New Accounts Representative for its Kent branch. The role helps customers meet financial goals by providing customer service, opening accounts, and participating in branch sales activities. The position is fully onsite in Kent, Washington, with a typical Monday–Friday schedule of 8:30 a.m.–5:15 p.m. Flexibility is required to support staffing needs for training or employee absences. Depending on qualifications and experience, the bank may consider candidates at Level I or Level II.

The representative builds customer relationships, opens accounts in compliance with bank procedures and regulations, and grows customer relationships by cross-selling bank products and services. The role also processes deposits and withdrawals, verifies checks and cash, places account holds when required, maintains customer confidentiality, and supports branch and community activities.

The work takes place in a climate-controlled office and involves regular attendance and adherence to a schedule, with willingness to work a flexible or rotating schedule. The role may involve exposure to risks associated with criminal activity, such as robbery or fraud; detailed instruction is provided to minimize risk. Physical tasks include extended computer use and sitting or standing, operating office and cash-handling equipment, repetitive hand and wrist movements, occasional kneeling, reaching, bending, pushing, pulling, and carrying, and occasional lifting of money and coin weighing 25–50 pounds or files and boxes weighing 5–10 pounds.

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 financial services.
• Level II: At least 2 years of recent new accounts and relationship-selling experience, with working knowledge of new-account documentation and compliance in financial services.
• In-depth working knowledge of relevant banking statutes and compliance regulations, operational policies and procedures, and bank products and services.
• Strong attention to detail, organizational, problem-solving, and time-management skills.
• Ability to read, write, speak, and understand English well, with 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.
• May be required to obtain and maintain National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; continued employment is contingent on successful initial and annual registration when required.
• Valid driver’s license, proof of insurance, and reliable transportation, or access to an alternative transportation method, when needed for job duties and required training.
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, cash counter, and to fine-count cash.
• Ability to stand or sit for extended periods and occasionally kneel, reach, bend, push, pull, and carry.
• Ability to occasionally lift or move money and coin weighing 25–50 pounds, or files and boxes weighing 5–10 pounds.

Nice To Haves

• Multilingual ability, particularly Spanish.

Responsibilities

• Build and maintain business relationships with customers and prospective customers using established customer service and sales standards.
• Open new accounts in accordance with account-opening, ownership-verification, and compliance procedures.
• Grow and cross-sell business transaction accounts and other bank products and services.
• Partner with other lines of business to meet customer needs and established 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 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 as required and complete the related documentation.

Benefits

• Medical, dental, vision, and 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, prorated based on start date and/or hours worked.
• Depending on the position, compensation may also include monthly, quarterly, or annual incentives and/or bonuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed