Position Summary
Helps all Heritage Bank customers achieve financial success by assisting them with deposits and withdrawals, deposit account needs, loan payments, and other banking products / services they may need help with. Primary location is in our Willmar office, but may work in Spicer or Pennock as needed.
Primary Duties & Responsibilities
- Accurately processes all cash or check transactions, including deposits / withdrawals, transfers to / from accounts, loan payments or advances. (50%)
- Has working knowledge of all deposit accounts to accurately and efficiently help customers with all their account needs. (10%)
- Assists everyone who presents themselves to Heritage Bank, whether in lobby or drive-up, on the phone or via fax or e-mail, to be sure they get the help they want or need. (10%)
- Compliance with all applicable banking regulations. (5%)
- Opens & closes the lobby or drive-thru as scheduled. (5%)
Secondary Duties & Responsibilities
All Employee Owners must help Heritage be successful in any way possible never saying "That's not my job". As an Employee Owner "Everything is my job."Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.Responsible for security as it applies to this position.Responsible for compliance with laws and regulations applicable to this position.Achieve performance and quality metrics as determined by supervisor.Performs other tasks, as assigned.Bank Standards
Mission - Helping People Succeed FinanciallyEthics - We always do the right thing at work and in our personal livesSolution - We bring solutions to challenges and are always looking for ways to be betterOwnership - We are accountable in our roles and accept responsibility for our mistakesPositivity - We bring positive energy and enthusiasm to everything we doRequirements
Education & Experience
High School Diploma or equivalent1-2 years Customer Service experiencePrevious experience in banking or other comparable field, such as sales and / or cash handling preferredOther Skills / Characteristics :
Professional, courteous, friendly, confident, and outgoing personalityGood communication skillsDependable and punctualConfidentialGood problem-solving skillsAbility to prioritize multiple tasksAbility to stand for long periods of timeTake accountability and have pride in a clean lobby environmentVersatile and accurateAble to make decisions quickly and prioritize properlyFlexible working scheduleWillingness to evolve processes and learn new technologySalary Description
$15 - $23 / hr