Heritage Bank
Lacey, Washington
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 Lacey Branch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. This position is full-time; 40 hours per week. Fully on-site in Lacey WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Thurston and Mason Counties; however, travel to other surrounding areas may be required. Base Salary Range $25.47 - $31.83 - $38.20hourly The Role at a Glance: Ensure customer service in the branch is conducted in accordance with the Heritage Bank Service Standards, and staff proactively refers and sells bank products and services based on customer needs. Organize and direct operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. Maintain a comprehensive knowledge of products and services, operational policies and procedures and federal and state laws/regulations pertaining to compliance and branch operations. Ensure accuracy and timely completion of audits, certifications, compliance, and reporting. Ensure audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Resolve customer questions, concerns and issues in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business. Mentor and train branch staff on service standards to foster growth of new & existing customer relationships. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Work collaboratively with Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Assist management with the development of the quarterly business plan, including sales goals and strategies to ensure maximum profitability. Actively manage the income and expense budget(s) for assigned branch. May assist with the annual budgeting process. Assist as back up for CSA and FSA positions, as needed. Assist management with the successful implementation of marketing and promotional programs for new products and services. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor supplies, furniture, equipment and security levels ensuring the efficient operation of the branch. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Ensure Bank activities are performed in compliance with Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Maintain proficient knowledge of, and ensure bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Core Skills and Qualifications: High School diploma or equivalent - required. Associates degree or higher - preferred. 3+ years' recent experience in retail banking branch operations, sales and new accounts, to include a minimum of 2 years in a lead or supervisory role and demonstrated success in leading, coaching, and motivating a team, within a financial services industry - required. Equivalent combination of education and experience may be considered. Proven ability to provide professional, responsive customer service; with strong customer service delivery and relationship selling skills. Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are essential. Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. In-depth working knowledge of all retail job functions, paying/receiving, operations, branch certifications, products and services, account and legal documentation and federal and state laws and regulations relating to branch operations. Thoroughly understands and applies principles, procedures, compliance requirements, regulations, and policies related to assigned area of oversight. Strong analytical reasoning, problem-solving, independent judgement, decision making, attention to detail, organizational, data review and time management skills. Proficient PC experience using MS Office products (Word, Excel, Outlook); and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent; with the ability to learn and adapt to new technologies quickly. 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 may involve eye strain due to the constant use of computer screens, reading of reports, and sitting throughout the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. 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: 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 and/or push cart to 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 you'll 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 and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. 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 Salary Range Disclaimer The base salary range represents Heritage Bank's 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 Bank's 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. mon
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 Lacey Branch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. This position is full-time; 40 hours per week. Fully on-site in Lacey WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Thurston and Mason Counties; however, travel to other surrounding areas may be required. Base Salary Range $25.47 - $31.83 - $38.20hourly The Role at a Glance: Ensure customer service in the branch is conducted in accordance with the Heritage Bank Service Standards, and staff proactively refers and sells bank products and services based on customer needs. Organize and direct operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. Maintain a comprehensive knowledge of products and services, operational policies and procedures and federal and state laws/regulations pertaining to compliance and branch operations. Ensure accuracy and timely completion of audits, certifications, compliance, and reporting. Ensure audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Resolve customer questions, concerns and issues in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business. Mentor and train branch staff on service standards to foster growth of new & existing customer relationships. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Work collaboratively with Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Assist management with the development of the quarterly business plan, including sales goals and strategies to ensure maximum profitability. Actively manage the income and expense budget(s) for assigned branch. May assist with the annual budgeting process. Assist as back up for CSA and FSA positions, as needed. Assist management with the successful implementation of marketing and promotional programs for new products and services. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor supplies, furniture, equipment and security levels ensuring the efficient operation of the branch. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Ensure Bank activities are performed in compliance with Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Maintain proficient knowledge of, and ensure bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Core Skills and Qualifications: High School diploma or equivalent - required. Associates degree or higher - preferred. 3+ years' recent experience in retail banking branch operations, sales and new accounts, to include a minimum of 2 years in a lead or supervisory role and demonstrated success in leading, coaching, and motivating a team, within a financial services industry - required. Equivalent combination of education and experience may be considered. Proven ability to provide professional, responsive customer service; with strong customer service delivery and relationship selling skills. Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are essential. Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. In-depth working knowledge of all retail job functions, paying/receiving, operations, branch certifications, products and services, account and legal documentation and federal and state laws and regulations relating to branch operations. Thoroughly understands and applies principles, procedures, compliance requirements, regulations, and policies related to assigned area of oversight. Strong analytical reasoning, problem-solving, independent judgement, decision making, attention to detail, organizational, data review and time management skills. Proficient PC experience using MS Office products (Word, Excel, Outlook); and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent; with the ability to learn and adapt to new technologies quickly. 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 may involve eye strain due to the constant use of computer screens, reading of reports, and sitting throughout the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. 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: 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 and/or push cart to 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 you'll 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 and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. 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 Salary Range Disclaimer The base salary range represents Heritage Bank's 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 Bank's 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. mon
Heritage Bank
Portland, Oregon
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 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-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 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; 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 Bank's 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 you'll 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. 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 Salary Range Disclaimer The base salary range represents Heritage Bank's 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 Bank's 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.
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 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-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 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; 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 Bank's 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 you'll 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. 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 Salary Range Disclaimer The base salary range represents Heritage Bank's 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 Bank's 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.
