New Accounts Specialist: Build Relationships & Drive Bank Growth

Heritage Bank NW; Kent (WA); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Heritage Bank in Kent, WA is seeking a New Accounts Representative to open new accounts, provide exceptional customer service, and actively participate in branch sales activities. This full-time, onsite role at the Kent branch features a Monday–Friday schedule with optional flexibility for training or employee absences.

The position offers competitive hourly pay with Level I and Level II ranges depending on experience, and potential advancement to higher levels based on qualifications.

Qualifications

• 1+ years recent new accounts and relationship selling experience, required.
• 2+ years’ recent new accounts and relationship selling experience, required.

Responsibilities

• Build and maintain strong customer relationships through service and sales standards.
• Open new accounts following procedures and compliance requirements.
• Grow and cross-sell business accounts and bank products.
• Partner with other lines of business to meet customer needs and goals.
• Develop knowledge of current Heritage Bank products and services.

Skills

New accounts

Relationship selling

Customer service

English proficiency

Compliance knowledge

Financial services

Job description

Heritage Bank in Kent, WA is seeking a New Accounts Representative to open new accounts, provide exceptional customer service, and actively participate in branch sales activities. This full-time, onsite role at the Kent branch features a Monday–Friday schedule with optional flexibility for training or employee absences.

The position offers competitive hourly pay with Level I and Level II ranges depending on experience, and potential advancement to higher levels based on qualifications.