Relationship Banking Assistant - On-Site

Heritage Bank • Beaverton, OR

18d • $24 - $38 • Onsite

About The Position

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 Tanasbourne Branch 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 and fully on-site in Beaverton, Oregon. 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.

Requirements

• 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.

Nice To Haves

• Associate’s degree in business, Marketing, Sales, Finance or relevant discipline preferred.
• Bilingual in English and Spanish preferred but not required.
• Knowledge and use of customer service ticketing systems (i.e., JIRA) experience preferred.

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.

Benefits

• 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. pro-rated from start date, and/or hours worked.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED