New Accounts Representative

Heritage Bank currently has an exciting opportunity to join our organization!

At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Mill Creek Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.

This position is Full Time; typical schedule is Monday-Thursday 8 : 30 a.m.- 5 : 15 p.m. Friday 8 : 30 a.m.- 5 : 30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

This position is fully onsite in Mill Creek, WA.

Base Salary Range :

Level I - $20.00- $23.84 - $28.61per hour

Level II - $20.50 - $25.62 - $30.75per hour

Depending on qualifications and experience, New Accounts Representative I or II may be considered.

The Role at a Glance :

• Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
• Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
• Partner with other lines of business to meet customer needs and to achieve established production goals.
• Develop and maintain an in-depth knowledge of current Bank products and services.
• Maintain confidentiality when handling customer requests and transactions.
• Ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Participate in branch functions and community activities to promote the Banks image and growth.
• Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
• Place holds on accounts as required and completes appropriate documentation for holds placed.

Core Skills and Qualifications :

Working Environment / Conditions :

Physical Demands / Effort :

At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!

As part of our team youll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

Salary Range Disclaimer

The base salary range represents Heritage Banks current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Banks total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and / or bonuses.

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Key words : Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

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