Commercial Banking Assistant: Relationship & Onboarding

Heritage Financial Corporation; Bellevue (WA); On-site; USD 33,000 - 53,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Holidays

Job summary

Heritage Bank is hiring a Relationship Banking Assistant for our Bellevue Commercial Deposit and Payments team. The role supports onboarding, opens new accounts, and helps manage client relationships in a fast-paced, on-site Bellevue office.

Level I/II options reflect experience; duties include transaction processing, compliance, and collaboration with commercial partners to promote the Bank’s products and services.

Qualifications

• HS Diploma or equivalent required; Associate's Degree preferred.
• Level I: 1+ year experience in commercial/retail banking incl. cash handling & new accounts.
• Level II: 2+ years experience in commercial/retail banking incl. cash handling & compliance.

Responsibilities

• Performs routine paying and receiving duties and balances daily work per SOPs.
• Diligent KYC processing for transactions and customer requests.
• Supports commercial partners with sales and relationship expansion activities.

Skills

Customer service

KYC

Cash handling

New accounts opening

Sales skills

Relationship management

MS Office

Communication

Teamwork

English proficiency

Education

HS Diploma

Associate’s Degree Business/Marketing/Sales/Finance

Tools

MS Office

Job description

Heritage Bank is hiring a Relationship Banking Assistant for our Bellevue Commercial Deposit and Payments team. The role supports onboarding, opens new accounts, and helps manage client relationships in a fast-paced, on-site Bellevue office.

Level I/II options reflect experience; duties include transaction processing, compliance, and collaboration with commercial partners to promote the Bank’s products and services.