New Accounts Specialist - Banking & Customer Growth

Heritage Bank NW; Marysville (WA); On-site; USD 27,552 - 39,413; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation days

Paid sick leave

Job summary

Heritage Bank NW in Marysville is looking for a dedicated New Accounts Representative. This full-time position requires building customer relationships, opening new accounts, and participating in sales activities to meet customer needs.

The ideal candidate will have experience in customer service and a thorough understanding of banking compliance. In addition to a competitive salary, the bank offers a comprehensive benefits package including medical and paid time off.

Qualifications

• 1 year recent new accounts experience for Level I or 2 years for Level II.
• In-depth knowledge of statutory banking and compliance regulations.
• Ability to read, write, speak and understand English.

Responsibilities

• Open new accounts and verify ownership.
• Grow and cross-sell bank products.
• Maintain knowledge of Bank products and services.

Skills

Customer service

Relationship selling

Detail-oriented

Organizational skills

English proficiency

Education

1 year experience for Level I or 2 years for Level II in financial services

Tools

Core processing/operating systems (e.g., Fiserv, DNA)

Job description

Heritage Bank NW in Marysville is looking for a dedicated New Accounts Representative. This full-time position requires building customer relationships, opening new accounts, and participating in sales activities to meet customer needs.

The ideal candidate will have experience in customer service and a thorough understanding of banking compliance. In addition to a competitive salary, the bank offers a comprehensive benefits package including medical and paid time off.