Commercial Banking Relationship Assistant — Bellevue (On Site)

Heritage Bank; Bellevue (WA); Presencial; USD 33.000 - 53.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Volunteer time off

Paid time off & holidays

Descripción de la vacante

Heritage Bank in Bellevue, WA is seeking a Relationship Banking Assistant to join our Commercial Deposit and Payments team on site. You will work with commercial bankers to deliver exceptional customer service, support onboarding for all products and treasury services, and open new accounts in compliance with regulations.

The role covers paying and receiving duties, KYC processing, account documentation, and active participation in marketing and relationship expansion.

Formación

• H.S. Diploma or equivalent required. Associate's Degree Business, Marketing, Sales, Finance or relevant discipline preferred.
• 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.
• Equivalent combination of education, experience and training may be considered.
• 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.
• 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.

Responsabilidades

• Performs routine paying and receiving duties and balances daily work in accordance with established Standard Operating Procedures and assigned Authority Limits. Minimizes risk by identifying any potential fraudulent activities or transactions and escalates to management in a timely manner.
• Performs required “Know Your Customer” due diligence when processing transactions and responding to customer requests.
• Supports commercial partners with sales and relationship expansion activities. Provides operational support, client relationship tracking, processes paperwork, and assembles and summarizes information, as requested and/or required. Gains understanding of workflow demands with proper use of internal technology.
• Opens new accounts and completes account documentation in accordance with Bank guidelines, all account opening compliance requirements, and account ownership verification procedures.
• Assists branch with organizing operational workflows, balancing daily transactions, certifications/audits, compliance, reporting and approving transactions, 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 ownerships.
• Actively participates in commercial team’s marketing and sales promotions; participate in market functions and community activities to promote the Bank’s image and growth.
• Actively contributes to the success of the team through individual goal attainment, self-development and completing all requests and assignments in a timely manner.

Conocimientos

Customer service

Sales skills

Communication skills

English proficiency

Educación

High School Diploma or equivalent

Associate's Degree in Business/Marketing/Sales/Finance

Herramientas

MS Office (Word, Excel, Outlook)

Banking software

Descripción del empleo

Heritage Bank in Bellevue, WA is seeking a Relationship Banking Assistant to join our Commercial Deposit and Payments team on site. You will work with commercial bankers to deliver exceptional customer service, support onboarding for all products and treasury services, and open new accounts in compliance with regulations.

The role covers paying and receiving duties, KYC processing, account documentation, and active participation in marketing and relationship expansion.