Relationship Banking Assistant

3 weeks ago

Hillsboro, United States Heritage Bank Full time
Job Summary

We are seeking a highly skilled Relationship Banking Assistant to join our team at Heritage Bank. As a key member of our commercial banking team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide top-notch customer service to new and existing customers, responding to their needs and concerns in a timely and effective manner.
  • Work closely with commercial banking teams to identify and pursue business opportunities, recommending products and services that meet the needs of our clients.
  • Process transactions and maintain accurate records, ensuring compliance with all regulatory requirements.
  • Support the development of new business relationships and expand existing ones, leveraging your knowledge of our products and services to drive growth and revenue.
  • Collaborate with colleagues to achieve team goals and objectives, contributing to a positive and productive work environment.
Requirements
  • H.S. Diploma or equivalent required; Associate's Degree in Business, Marketing, Sales, Finance, or a related field preferred.
  • Level I - 1 year recent experience in commercial and/or retail branch banking, with a focus on cash handling, new accounts opening, and relationship management.
  • Level II - 2+ years recent experience in commercial and/or retail branch banking, with a focus on cash handling, new accounts opening, documentation, and compliance, as well as business development and sales skills.
  • Equivalent combination of education, experience, and training may be considered.
  • Demonstrated ability to provide exceptional customer service, respond to customer needs, and work effectively as a team contributor.
  • Effective communication and interpersonal skills, 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 our products and services.
  • Ability to gain understanding of and apply principles, procedures, compliance requirements, federal/state regulations, and policies related to assigned area.
Working Environment

This is a full-time position, with a typical schedule of Monday through Friday, 8:00 am - 5:00 pm. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

The successful candidate will be able to work in a climate-controlled office environment, with occasional exposure to potential risk and hazards associated with criminal activity.

The physical demands of this position include the ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash, and operate a cash counter, as well as stand or sit for extended periods of time and occasionally kneel, reach, bend, push, pull, and carry.

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