Relationship Banking Assistant

Heritage Bank • Portland, OR • 7h ago

Heritage Bank has an exciting opportunity to join our organization!

At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lloyd Branch is seeking a relationship banking assistant to deliver exceptional customer service to new and existing customers and works in partnership with commercial banking teams. Provides in-office customer service, including transaction processing, opening new accounts, and account maintenance, in compliance with all regulatory requirements. Actively recommends products, services, and solutions for the benefit of the customer, in accordance with Heritage Banks' Service Standards.

This position is Full Time / On-site at the Lloyd Banking Center, Portland, Oregon. Typical schedule is Monday through Friday 8:30 a.m. to 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

Base Salary Range:

Level I - $23.69 - $29.61 - $35.54 per hour

Level II - $25.47 - $31.83 - $38.20 per hour

Depending on qualifications and experience, Relationship Banking Assistant I or II may be considered.

The Role at a Glance:

Performs routine paying and receiving duties and balances daily work in accordance with standard operating procedures and assigned authority limits.

Performs required "Know Your Customer" due diligence when processing transactions and responding to customer requests.

Minimizes risk by identifying any potential fraudulent activities or transactions and escalates to management in a timely manner.

Provides operational support, client relationship tracking, processes paperwork and supports commercial partners with sales and relationship expansion activities.

Gains an understanding and assists with work flow demands with proper use of internal technology.

Opens new accounts and completes account documentation in accordance with bank guidelines, compliance requirements, and account ownership verification procedures.

Assists branch with organizing operational workflows, balancing daily transactions, reporting and completing all assignments in a timely manner.

Gains and maintains working knowledge of all bank products and services, banking rules and regulations to include complex account ownership.

Actively participates in assigned commercial team's marketing and sales promotions.

Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.

Core Skills and Qualifications

H.S. Diploma or equivalent required. Associate's degree in business, Marketing, Sales, Finance or 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.

Level II -- 2+ years recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening, documentation and compliance, relationship management and business development 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.

Ability to work effectively as a team contributor to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-w

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