Relationship Banking Assistant

5 days ago


Beaverton, Oregon, United States Heritage Bank Full time
Job Title: Relationship Banking Assistant

Heritage Bank is seeking a skilled Relationship Banking Assistant to join our team. As a key member of our commercial banking team, you will be responsible for delivering exceptional customer service to new and existing customers, working in partnership with commercial banking teams to provide tailored solutions and recommendations.

Key Responsibilities:
  • Provide in-office customer service, including transaction processing and account maintenance in compliance with all regulatory requirements.
  • Actively recommend products, services, and solutions for the benefit of the customer, in accordance with Heritage Bank's Service Standards.
  • Perform routine paying and receiving duties and balances daily work in accordance with established Standard Operating Procedures and assigned Authority Limits.
  • Minimize risk by identifying any potential fraudulent activities or transactions and escalate to management in a timely manner.
  • Support commercial partners with sales and relationship expansion activities.
  • Provide operational support, client relationship tracking, processes paperwork, and assembles and summarizes information, as requested and/or required.
Requirements:
  • H.S. Diploma or equivalent required.
  • Associate's Degree Business, Marketing, Sales, Finance or relevant discipline preferred.
  • 1 year recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening and documentation, relationship management and sales skills, in a financial services industry – required.
  • Demonstrated ability to provide an exceptional level of quality service for internal/external customers; responds to customers' needs, questions, and concerns in an accurate, effective, and timely manner.
  • Ability to work effectively as a team contributor to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers.
Working Environment/Conditions:

Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be required to work Saturdays and/or extended hours, as needed.



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