Financial Services Associate

Heritage Financial Corporation Lakewood , WA 98499

Posted 3 weeks ago

The Lakewood branch is seeking a Financial Services Associate to help customers meet their financial goals by providing exceptional customer service and opening new accounts.

This position is Full Time; typical schedule is Monday through Friday, 9 a.m. - 5 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

The successful candidate will be able to:

  • Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.

  • Open new accounts. Actively grow and cross-sell business transaction accounts.

  • 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.

  • Provide timely and accurate resolution to account related issues and backs up operational duties and functions.

  • 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.

Requirements:

  • 1 - 2 years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.

  • In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.

  • The 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 re-registration thereafter.

  • Ability to read, write, speak and understand English well. Excellent written and oral communication skills.

  • 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 and attend required training.

Working Environment/Conditions:

  • Climate controlled office environment.

  • Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be required to work Saturdays and/or extended hours, as needed.

  • May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.

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, facsimile, fine count cash and operate a cash counter 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 or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.

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: HBRecruiting@HeritageBankNW.com

####JobCategory

:Retail Banking

##Street:10318 Gravelly Lake Dr SW

##City:Lakewood

##State:WA

##ZipCode:98499

##Internal:true##

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Financial Services Associate

Heritage Financial Corporation