Relationship Banking Assistant - On-Site

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 Branchis 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 teams 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. Associates 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-workers.
• Effective listening verbal written and telephone etiquette business communication skills to clearly present outstanding/follow up issues over the phone via email and in person in a variety of settings formats and audiences; with the ability to read write speak and understand English well. Bilingual in English and Spanish preferred but not required.
• Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Banks 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; with the ability to manage multiple assignments and goals ensuring that priorities are set and commitments and deadlines are met with moderate supervision.
• Unquestionable integrity in handling sensitive and confidential information required.
• Proficient use and understanding of MS Office products (Word Excel Outlook) strong understanding and working knowledge of the Banks core processing/operating system; with the ability to learn and adapt to new technologies quickly.
• Knowledge and use of customer service ticketing systems (i.e. JIRA) experience preferred.
• 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 re-registration thereafter.

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 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.

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 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* and eight hours of paid sick leave per month* while also enjoying 11 paid holidays each calendar year and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > 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 clickherefor 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.