Relationship Banking Assistant

1 week ago

Eugene, Oregon, 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 providing expert advice to our clients.

Key Responsibilities
  • Provide personalized banking services to new and existing customers, including transaction processing and account maintenance.
  • Work closely with commercial banking teams to identify and pursue business opportunities.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • 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 relevant discipline preferred.
  • Level I - 1 year recent experience in commercial and/or retail branch banking, including cash handling, new accounts opening, and relationship management.
  • Level II - 2+ years recent experience in commercial and/or retail branch banking, including cash handling, new accounts opening, documentation, and compliance, relationship management, and business development.
  • Equivalent combination of education, experience, and training may be considered.
  • Demonstrated ability to provide exceptional customer service, responding to customer needs, questions, and concerns in an accurate, effective, and timely manner.
  • Ability to work effectively as a team contributor, developing and maintaining open, professional, positive, and productive relationships with management, business partners, customers, and co-workers.
  • Effective listening, verbal, written, and telephone etiquette business communication skills to clearly present outstanding/follow-up issues over the phone, via email, and in person in a variety of settings, formats, and audiences.
  • Demonstrated sales and business development skills, with the ability to identify customer needs and cross-sell the Bank's products and services.
  • Ability to gain understanding of and apply principles, procedures, compliance requirements, federal/state regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products, and services.
  • Understanding of debit/credit relationships and negotiable instruments; math skills to locate routine and non-routine mathematical/cash errors, to accurately process and adhere to customer instructions.
  • Detail-oriented with strong organizational, problem-solving, and time management skills, with the ability to manage multiple assignments and goals, ensuring that priorities are set and commitments and deadlines are met, with moderate supervision.
  • Unquestionable integrity in handling sensitive and confidential information required.
  • Proficient use and understanding of MS Office products (Word, Excel, Outlook), strong understanding and working knowledge of the Bank's core processing/operating system, with the ability to learn and adapt to new technologies quickly.
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.
  • May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort
  • Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
  • Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash, and operate a cash counter, which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
  • Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull, and carry.
  • Depending on location, occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs.

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.

Job applicants have certain legal rights. Please click here for more information.

Salary Range Disclaimer

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. Depending on position, other total compensation rewards may include, monthly, quarterly, or annual incentive, and/or bonuses.

Keywords: Relationship Banking, Personal Banker, Business Banking

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