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Relationship Banking Associate

2 months ago


Eugene, Oregon, United States WorkSource Oregon Full time
Job Summary

We are seeking a skilled Relationship Banking Assistant to join our team at WorkSource Oregon. As a key member of our banking team, you will be responsible for delivering exceptional customer service and working in partnership with commercial banking teams to provide a seamless experience for our customers.

Key Responsibilities
  • Provide in-office customer service, including transaction processing and account maintenance in compliance with all regulatory requirements.
  • Actively recommend products, services, and solutions for the benefit of the customer, in accordance with Heritage Banks' Service Standards.
  • Assist with organizing operational workflows, balancing daily transactions, certifications/audits, compliance, reporting, and approving transactions.
  • Open new accounts and complete account documentation in accordance with Bank guidelines, all account opening compliance requirements, and account ownership verification procedures.
Requirements
  • H.S. Diploma or equivalent required. Associate's Degree in relevant discipline preferred.
  • Level I 1 year recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening and documentation, relationship management, and sales skills, in a financial services industry required.
  • Demonstrated ability to provide an exceptional level of quality service for internal/external customers; responds to customers' needs, questions, and concerns in an accurate, effective, and timely manner.
  • 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, to accurately process and adhere to customer instructions.
  • Detail-oriented with strong organizational, problem-solving, and time management skills; to manage multiple assignments and goals, ensuring that priorities are set and commitments and deadlines are met, with moderate supervision.
  • Proficient use and understanding of MS Office products (Word, Excel, Outlook), strong understanding and working knowledge of the Bank's core processing/operating system; to learn and adapt to new technologies quickly.
Working Conditions

This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual reregistration thereafter.

Benefits
  • Full-time, day shift
  • Level I $36.38 per hour Depending on experience