New Accounts Representative

Heritage Bank currently has an exciting opportunity to join our organization!

At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lacey Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service opening new accounts and actively participating in branch sales activities.

This position is Full Time; typical schedule is Monday-Thursday 8 : 30 a.m.- 5 : 15 p.m. Friday 8 : 45 a.m.- 5 : 30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

This position is fully onsite in Lacey WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however travel to other surrounding counties may be required.

Base Salary Range :

Level I - $20.00 - $23.84 - $28.61 per hour

Level II - $ 20.50 - $25.62 - $30.75 per hour

Depending on qualifications and experience New Accounts Representative I or II may be considered.

The Role at a Glance :

• Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
• Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
• Partner with other lines of business to meet customer needs and to achieve established production goals.
• Develop and maintain an in-depth knowledge of current Bank products and services.
• Maintain confidentiality when handling customer requests and transactions.
• Ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Participate in branch functions and community activities to promote the Banks image and growth.
• Receive checks and cash for deposit verify amounts and endorsements enter all necessary information in data processing system issue receipts cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
• Place holds on accounts as required and completes appropriate documentation for holds placed.

Core Skills and Qualifications :

Working Environment / Conditions :

Physical Demands / Effort :

At Heritage Bank we work hard but we also know how important it is to take time off to stay healthy relax and spend time doing what makes your heart happy!

As part of our team youll enjoy a total rewards package which includes base salary based on the role experience and skill set along with an exceptional benefits package (medical dental vision life insurance 401(k) community volunteer time) and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually

Current Openings >

position >

attachment.

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

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age protected veteran status disability or any other basis protected by applicable law.

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

If you need assistance completing the online application please email :

Salary Range Disclaimer

The base salary range represents Heritage Banks current salary range for the 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 Banks 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.

##JobCategory : Retail Banking##

##Street : 4400 Pacific Ave SE##

##City : Lacey##

##State : WA##

##ZipCode : 98503##

##Internal : false##

Key words : Personal Banker Universal Banker Financial Services Associate Consumer and Business Accounts New Accounts Associate Financial Advisor experience

Required Experience :

Unclear Seniority

Key Skills

Data Entry,Deputy,Drafting,Hibernate,Administration Support,Activex

Employment Type : Full-Time

Experience : years

Vacancy : 1

Hourly Salary Salary : 20 - 28