(Banking) Operations Associate

66 per hour

59 per hour

Senior- $18.25 per hour

Depending on qualifications and experience Customer Service Center Representative (Contact Center Associate-Banking) I, II or Senior may be considered.

At Heritage Bank, we work hard, but 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.

Can you expertly handle high-volume inbound calls while documenting call notes? Heritage Bank is seeking a Contact Center Associate at our Oak Harbor Branch in Oak Harbor, WA.Individuals in this role help customers by providing a warm welcome and greeting to everyone who calls in for assistance, and will process a variety of financial requests, while learning and maintaining a thorough knowledge of the Bank's products and services, to inform customers of other bank services that will meet their current and future needs.This position is Full Time; mand rotating Saturdays 9:00 a.m to 1:00 p.m. Flexibility is required to work to ensure adequate staffing for training or employee absences.
Provide exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards.
Perform and/or assist with a full range of customer service oriented telephone activities; Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource.
Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate.
Ability to consistently apply superior decision making techniques pertaining to inquiries and requests as they apply to existing policies and procedures, keeping within assigned approval limits.
Follow up on customer inquiries not immediately resolved. Assesses customer and prospective customer needs, by telephone to meet their needs in a consistent and effective manner to build customer relationships.
Actively participates in marketing and sales promotions, and recommend and refer bank products based on customer needs. Participates in training programs to enhance knowledge and referral abilities.
Maintains accurate and up to date knowledge of the Bank’s products, services, policies and procedures as well as federal and state compliance requirements.
Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions.
Account maintenance for customer deposit accounts, including adjustments, researching, and file maintenance.
Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations.
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.

Job-specific and/or ongoing participation in Bank sponsored education may be required.
Level I- Minimum 6 months to a year of recent experience in retail banking and/or bank operations, with emphasis on providing exceptional customer service, within a financial services and/or service center industry - required.
Level II - 2+ years recent experience in retail banking, bank operations and/or a service / call center environment, with working knowledge and experience in multiple functions including online/electronic banking, account maintenance, billing questions and research, regulatory compliance, operations, and phone applications and systems - required.
Senior -3+ years recent call center experience with emphasis on providing exceptional customer service, advanced technical skills and thorough working knowledge and proficiency in all major functions within a service center environment, in a financial services industry - required. Provides an exceptional level of quality service for internal and external customers, and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner to solicit feedback to improve service.
Ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect with all levels of staff and management.
Excellent listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate outstanding/follow up or technical issues over the phone, in person and via email; with the ability to read, write, speak and understand English well.
Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Bank’s products and services with confidence - preferred.
Detail oriented with strong organizational, problem-solving, data review, processing, time management skills, and a strong focus on accuracy; Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank’s policies, procedures, products, and services.
Flexible with and accepting of change in a fast paced environment.
Unquestionable integrity in handling sensitive and confidential information required.
General use and understanding of MS Office products (Word, Excel, Outlook); knowledge of telephony hardware/software and contact center specific applications - preferred, with the ability to learn and adapt to new technologies quickly. Understanding and working knowledge of the Bank’s core processing/operating system and experience using Cisco telecommunication systems - preferred.

Work requires regular attendance, punctuality and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, Saturday’s and/or extended hours, as needed.

Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day while communicating with customers by phone.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
files, boxes, equipment)

Heritage Bank is an Equal Opportunity Employer






The base salary range represents the min, mid and max of Heritage Bank’s salary range for this 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 Bank’s total compensation package for full time and part time employees. Keywords: Banking Call Center, Customer Service Representative, Customer Support, Banking Customer Service