Deposit Operations Specialist - Temporary

HERITAGE BANK

Washington (District of Columbia)

On-site

USD 28,000 - 34,000

Full time

5 days ago
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Benefits offered by this job

401(k) plan with company match
Sick time
Employee Assistance Program

Job summary

Heritage Bank is seeking a temporary deposit operations specialist for a July to December 2026 assignment. The role is fully on-site in Everett, WA, with typical hours Monday–Friday 8:00 a.m.–5:00 p.m.; flexibility for training or absences. Base salary range is $20.00–$25.00 per hour. 401(k) with match, sick time, and EAP are available.

Responsibilities include handling customer inquiries, maintaining confidentiality, and performing basic ledger-related tasks in a compliant, efficient manner.

Qualifications

  • 1 year of recent clerical accounting experience in financial services.
  • Retail banking or deposit operations knowledge preferred.
  • High School Diploma or equivalent.

Responsibilities

  • Respond to internal/external inquiries via email or phone promptly.
  • Maintain confidentiality of customer financial data.
  • Perform basic account maintenance per policies and regulatory requirements.
  • Learn, reconcile, and verify general ledger entries.
  • Ensure compliance with state/federal banking laws and bank policies.
  • Follow policies, procedures, and guidelines relevant to responsibilities.
  • Assist with cross-training across department responsibilities.

Skills

Clerical accounting
Retail banking
Customer service
MS Office
Communication skills
Attention to detail
Teamwork
Problem solving

Education

High School Diploma

Job description

Heritage Bank currently has an exciting temporary assignment opportunity with our organization! The Bank Operations team is seeking a temporary deposit operations specialist (July - December 2026) who will be responsible providing accurate and efficient operational support for deposit products and services and exceptional customer service to internal and external customers in accordance with department and regulatory guidelines, and within prescribed deadlines.

This position is Full Time; typical schedule is Monday-Friday 8:00 a.m.- 5:00 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully on-site in Everett, Washington. As a temporary employee, you will be eligible to participate in a 401(k) plan with company match, accrue sick time, and will have access to the Employee Assistance Program.

Base Salary Range: $20.00 - $25.00 per hour

The Role at a Glance
  • Researches and responds to internal and external customer inquiries via email or phone in a timely and accurate manner.
  • Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions.
  • Performs basic customer account maintenance in a timely and accurate manner, in accordance with Bank policies, procedures and regulatory requirements.
  • Learns, reconciles, and verifies basic general ledger account entries and reconciliations.
  • Gains working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area.
  • Understands and complies with all policies, procedures, standards, and guidelines relevant to assigned job responsibilities.
  • Contributes to the success of the department with willingness to share and cross train in all department responsibilities, as required or assigned.
Core Skills and Qualifications
  • 1 year of recent clerical accounting experience in a financial services industry - required.
  • Recent experience in retail banking and/or deposit operations support with working knowledge and understanding of regulatory compliance – preferred.
  • High School Diploma or equivalent required. Equivalent combination of education, training and experience may be considered.
  • Ability to provide clients with information and data, as well as gain their trust and respect while maintaining personal composure when confronted with a difficult situation and/or customer.
  • Ability to escalate to next level management.
  • Effective interpersonal and written/verbal communication skills with the ability to communicate technical issues over the phone, in person and via email; and ability to read, write, speak, and understand English well.
  • Effective research, attention to detail, time management, and organizational skills to manage multiple assignments and reporting requests to meet concurrent deadlines, with moderate supervision and oversight.
  • Ability to work well both independently and collectively within a team environment.
  • Ability to work successfully in a production environment where volume, efficiency and accuracy are required.
  • Basic understanding of debit/credit relationships and negotiable instruments; general math skills to balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions.
  • Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank's policies, procedures, products, and services.
  • Unquestionable integrity in handling sensitive and confidential information required.
  • Working knowledge of office administration practices and procedures.
  • General knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly.
Working Environment/Conditions

Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and/or customer contacts and interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule, and assist at other locations, as needed.

Physical Demands/Effort

Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. Occasional lifting and/or moving up to 10 lbs (files, boxes, etc.).

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.

Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email:

Salary Range Disclaimer: Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance.

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