New Accounts & Customer Growth Specialist

Heritage-Bank; Kent (WA); Vor Ort; USD 30.000 - 42.000; Vollzeit

Benefits dieser Stelle

Benefits package

Zusammenfassung

Heritage Bank is seeking a New Accounts Representative for the Kent Branch in Kent, WA. The role focuses on delivering exceptional service, opening new accounts, and contributing to branch sales objectives.

It is a full-time, on-site position with a regular Monday–Friday schedule and potential flexibility for training or staffing needs. The role requires experience in new accounts and relationship selling, knowledge of banking procedures, and strong English communication skills; Spanish is a

Qualifikationen

• 1+ years of new accounts and relationship selling experience (Level I).
• 2+ years of new accounts and relationship selling experience (Level II).
• Knowledge of banking compliance and account opening procedures.
• English reading/writing/speaking well; bilingual skills a plus.

Aufgaben

• Build and maintain relationships with customers and prospects.
• Open new accounts following verification procedures and compliance.
• Grow cross-sell of bank products and services.
• Partner with other lines of business to meet customer needs.
• Maintain knowledge of current Bank products and services.
• Ensure confidentiality and regulatory compliance.
• Participate in branch community activities and events.
• Handle deposits, endorsements, and data processing accurately.

Kenntnisse

Customer service

Sales experience

Relationship selling

English proficiency

Multilingual (Spanish)

Jobbeschreibung

Heritage Bank is seeking a New Accounts Representative for the Kent Branch in Kent, WA. The role focuses on delivering exceptional service, opening new accounts, and contributing to branch sales objectives.

It is a full-time, on-site position with a regular Monday–Friday schedule and potential flexibility for training or staffing needs. The role requires experience in new accounts and relationship selling, knowledge of banking procedures, and strong English communication skills; Spanish is a