Relationship Banking Associate

4 weeks ago


Eugene, Oregon, United States WorkSource Oregon Full time

The Eugene Branch, in Eugene, OR, is seeking a relationship banking assistant to deliver an exceptional customer service experience to new and existing customers, and works in partnership with commercial banking teams.

As a key member of our team, you will provide in-office customer service, including transaction processing and account maintenance in compliance with all regulatory requirements.

You will actively recommend products, services, and solutions for the benefit of the customer, in accordance with Heritage Banks' Service Standards.

Key Responsibilities:

  • Provide exceptional customer service to new and existing customers
  • Process transactions and maintain customer accounts in compliance with regulatory requirements
  • Recommend products, services, and solutions to customers
  • Work in partnership with commercial banking teams to deliver exceptional customer service

Requirements:

  • High School Diploma or equivalent required; Associate's Degree in a relevant discipline preferred
  • Level I: 1 year of recent experience in commercial and/or retail branch banking, including cash handling, new accounts opening, and relationship management
  • Demonstrated sales and business development skills to identify customer needs and cross-sell the Bank's products and services
  • Understanding of debit/credit relationships and negotiable instruments; math skills to locate routine and non-routine mathematical/cash errors
  • Detail-oriented with strong organizational, problem-solving, and time management skills
  • Proficient use and understanding of MS Office products (Word, Excel, Outlook)

Working Conditions:

  • Full-time, day shift
  • Level I: $36.38 per hour, depending on experience

How to Apply:

Please visit WorkSource Oregon to apply for this position.



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