Onsite New Accounts & Relationship Specialist - Kent

Heritage Financial Corporation; Kent (WA); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Volunteer time off

Vacation days

Sick leave

Paid holidays

Floating holiday

Job summary

Heritage Bank in Kent, WA is hiring a New Accounts Representative to deliver exceptional service, open new accounts, and actively participate in branch sales. The role is full-time, onsite, with an 8:30 a.m.–5:15 p.m. schedule, and opportunities for Level I or II placement based on experience.

The position emphasizes compliance, relationship-building, and product knowledge across all bank offerings, with a focus on accurate documentation and customer care.

Qualifications

• 1+ year of recent new accounts and relationship selling experience (Level I)
• 2+ years of recent new accounts and relationship selling experience (Level II)
• Knowledge of new account documentation and compliance in financial services
• Strong organizational and time-management skills
• Good written and verbal English; Spanish a plus but not required
• Understanding of core processing systems (FISERV, DNA) and ability to learn new tech

Responsibilities

• Build and maintain strong customer relationships per service and sales standards.
• Open new accounts following verification procedures and compliance.
• Cross-sell bank products and services; meet production goals.
• Collaborate with other lines of business to meet customer needs.
• Maintain knowledge of current bank products and services.

Skills

New accounts experience

Relationship selling

Customer service

English proficiency

Multilingual (Spanish)

Tools

FISERV

DNA

Job description

Heritage Bank in Kent, WA is hiring a New Accounts Representative to deliver exceptional service, open new accounts, and actively participate in branch sales. The role is full-time, onsite, with an 8:30 a.m.–5:15 p.m. schedule, and opportunities for Level I or II placement based on experience.

The position emphasizes compliance, relationship-building, and product knowledge across all bank offerings, with a focus on accurate documentation and customer care.