Branch Relationship Officer

2 days ago

Bellevue, Washington, United States Heritage Bank Full time
Job Title: Branch Relationship Officer

Heritage Bank is seeking a highly skilled Branch Relationship Officer to join our team at our Bellevue Commercial Banking Center. As a key member of our team, you will be responsible for driving sales and business development activities, building strong relationships with customers, and ensuring operational excellence in the branch.

Key Responsibilities:
  • Co-lead and support sales and service activities in the banking center to achieve established production goals for deposits, fee income, loan production, and other goals.
  • Proactively develop, grow, and retain deposit and loan relationships, both independently and in partnership with commercial relationship managers.
  • Responsible for small business and consumer loan activity, as well as providing operational support, onboarding support, client relationship tracking, processing paperwork, and assembling and summarizing information as requested.
  • Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management to include the development of sales and service skills as well as the achievement of business goals.
  • Support commercial partners with sales and relationship expansion activities, and actively refer commercial loans.
Requirements:
  • High School diploma or equivalent required; Associates degree or higher in Business, Accounting, and/or Finance preferred.
  • 4+ years' recent experience in branch banking operations, sales and service, effectively managing a deposit and customer base, with a minimum of 2 years in a supervisory/management role.
  • Thorough working knowledge of consumer lending and all consumer and commercial deposit products and services required.
  • Thorough working knowledge of small business lending and Treasury Management products and services preferred.
Working Environment/Conditions:

Climate-controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires regular attendance, punctuality, and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, and assist at other locations or remotely as needed.

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, and facsimile, 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. Occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs.

Travel Time:

May travel for business development and customer meetings; willingness to travel to other branch locations when needed; valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.

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