Relationship Banking Assistant

3 weeks ago


Hillsboro, 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 building strong relationships with our clients.

Key Responsibilities
  • Provide top-notch customer service to new and existing clients, 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
  • High school diploma or equivalent required; associate's degree in business, marketing, sales, finance, or a related field preferred.
  • 1-2 years of recent experience in commercial and/or retail branch banking, with a focus on cash handling, new accounts opening, and relationship management.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and management.
  • Strong analytical and problem-solving skills, with the ability to identify and escalate potential risks and issues.
  • Proficient in MS Office products and the Bank's core processing/operating system.
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.

Climate-controlled office environment, with occasional exposure to potential risks and hazards associated with criminal activity.

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, with occasional kneeling, reaching, bending, pushing, pulling, and carrying.



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