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Heritage Bank New Accounts Representative in Federal Way, Washington

Base Salary Range:

 

Level I - $18.16 - $22.70 - $27.25 per hour

Level II - $19.52 - $24.40 - $29.29 per hour

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

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 you'll 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* and eight hours of paid sick leave per month, while also enjoying 11 paid holidays each calendar year, and an annual float day. pro-rated from start date, and/or hours worked. * *To view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview:

Heritage Bank currently has an exciting opportunity to join our organization!  The Federal Way Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service and opening new accounts, and actively participates in and supports branch sales activities, provides timely and accurate resolution to account related issues and backs up paying and receiving, and operational duties and functions. This position is Full Time; typical schedule is Monday through Friday 8:45 a.m. - 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. 

 The successful candidate will be able to:   

  • 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 Bank's 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.    

Requirements:   

Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. 

Level II:  2+ years' recent new accounts and relationship selling exper

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