Relationship Banking Assistant — Client Growth & Support

Heritage Bank NW; Tacoma (WA); On-site; USD 32,635 - 40,790; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Generous vacation policy

Job summary

Heritage Bank NW is seeking a Relationship Banking Assistant to join our Tacoma, WA team. This position offers a chance to provide exceptional customer service and support the commercial banking team in delivering banking products and services.

The ideal candidate will have at least one year of banking experience, strong customer service skills, and the ability to work effectively as a team member. The role requires on-site presence in Tacoma.

Heritage Bank provides a comprehensive benefits package, including medical, dental, and generous time off policy.

Qualifications

• 1+ year recent experience in commercial and/or retail branch banking for Level I.
• 2+ years recent experience in commercial and/or retail branch banking for Level II.
• Demonstrated ability to provide exceptional service.

Responsibilities

• Open new accounts and complete account documentation.
• Minimize risk by identifying potential fraudulent activities.
• Assist branch operations with certifications, compliance, and reporting.

Skills

Customer service

Cash handling

Relationship management

Sales skills

Education

H.S. Diploma or equivalent

Associate's Degree in Business or relevant discipline

Tools

MS Office (Word, Excel, Outlook)

Job description

Heritage Bank NW is seeking a Relationship Banking Assistant to join our Tacoma, WA team. This position offers a chance to provide exceptional customer service and support the commercial banking team in delivering banking products and services.

The ideal candidate will have at least one year of banking experience, strong customer service skills, and the ability to work effectively as a team member. The role requires on-site presence in Tacoma.

Heritage Bank provides a comprehensive benefits package, including medical, dental, and generous time off policy.