New Accounts Representative

Heritage Bank NW; Puyallup (WA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation and holidays

Paid sick leave

Volunteer time

Job summary

Heritage Bank in Puyallup, WA is hiring a New Accounts Representative to open and service customer accounts, cross-sell bank products, and support branch sales goals. This full-time onsite role requires strong customer service skills and knowledge of banking procedures.

Level I/II compensation is hourly with competitive benefits, and flexibility for training or covering absences. The candidate will build relationships, ensure accurate processing, and maintain regulatory compliance while

Qualifications

• Level I requires 1+ years of new accounts and relationship selling experience and knowledge of new account documentation and compliance.
• Level II requires 2+ years of experience in new accounts and relationship selling and knowledge of documentation and compliance.
• In-depth knowledge of banking regulations, policies and services.
• Detail oriented with strong organizational, problem solving and time management skills.
• Excellent English communication; multi-lingual (Spanish) is a plus but not required.
• Familiarity with core processing systems (e.g., Fiserv, DNA) and ability to adapt to new tech.
• NMLS registration may be required under SAFE Act; continued employment contingent on registration.
• Valid driver’s license, insurance, and transportation or alternatives to perform duties.

Responsibilities

• Build and maintain strong relationships with customers and prospects through service and sales standards.
• Open new accounts following procedures and compliance; cross-sell banking products.
• Partner with other lines of business to meet customer needs and production goals.
• Develop in-depth knowledge of bank products and services.
• Maintain confidentiality of customer requests and transactions.
• Ensure compliance with regulatory requirements and internal policies.
• Participate in branch events to promote the bank’s image and growth.
• Handle deposits and withdrawals accurately and balance daily transactions.
• Place holds on accounts and complete required documentation.

Skills

New accounts experience

Relationship selling

Job description

Heritage Bank currently has an exciting opportunity to join our organization!

At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Canyon Rd Branch is seeking a n new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.

This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. and Friday 8:30 a.m.- 5:45 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

This position is fully onsite in Puyallup, WA.

Level I -$20.00- $23.84 - $28.61 per hour

Level II -$20.50 - $25.62 - $30.75 per hour

Depending on qualifications and experience, New Accounts Representative I or II may be considered.

The Role at a Glance:

• Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
• Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
• Partner with other lines of business to meet customer needs and to achieve established production goals.
• Develop and maintain an in-depth knowledge of current Bank products and services.
• Maintain confidentiality when handling customer requests and transactions.
• Ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Participate in branch functions and community activities to promote the Bank's image and growth.
• Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
• Place holds on accounts as required and completes appropriate documentation for holds placed.

Core Skills and Qualifications:

• Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
• Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
• In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
• Detail oriented with strong organizational, problem solving and time management skills
• Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
• Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
• The 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.
• Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.

Working Environment/Conditions:

• Climate controlled office environment.
• Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
• May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.

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, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Ability to stand or sit for extended periods of time and duration of shift.
• Ability to occasionally kneel, reach, bend, push, pull and carry.
• Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.

At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you’ll enjoy a total rewards package, which includes base salary based on the 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.

Heritage Bank is an Equal Opportunity Employer

All 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.

Salary Range Disclaimer

The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.