Heritage Bank · 2 months ago
New Accounts Representative
Kent, WA
Full-time
Onsite
Entry, Mid Level
$20/hr - $28.61/hr
1+ years expHeritage Bank is committed to delivering exceptional financial services to its customers, and they are seeking a New Accounts Representative for their Kent Branch. The role involves providing exceptional customer service, opening new accounts, and participating in branch sales activities to help customers meet their financial goals.
BankingFinancial Services
Responsibilities
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 Bank’s 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
Qualification
Required
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required
Level II: 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
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly
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
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
Preferred
Multi-lingual (Spanish) is a plus, but not required
Benefits
Medical
Dental
Vision
Life insurance
401(k)
Community volunteer time
10 paid vacation days annually
Eight hours of paid sick leave per month
11 paid holidays each calendar year
Annual float day
Company
Heritage Bank
Heritage Bank offers award winning home loans, term deposits, credit cards, personal loans, banking accounts, and much more.
501-1000 employees
Funding
Current Stage
Late StageRecent News
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2026-01-20
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