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Heritage Bank NW · 1 month ago

Item Processing Specialist

Northern Operations Center, Everett, WA, US

Full-time

Onsite

New Grad, Entry, Mid Level

$19.50/hr - $30.75/hr

0+ years exp

Heritage Bank NW is seeking an Item Processing Specialist at their Northern Operations Center in Everett, WA. The role involves providing accurate bank operational and processing support, ensuring compliance with regulatory guidelines, and delivering exceptional service to customers.

Banking

Responsibilities

Provide exceptional service to internal and external customers in accordance with Heritage Bank Service Standards

Build and maintain strong relationships with all internal and external customers

Perform general ledger balancing in a timely and accurate manner, in accordance with Bank procedures and regulatory requirements

Reconcile Teller and Memo/Branch Capture items; ensure all teller work balances to Fed cash letter generation and all internal general ledger accounts in an accurate and timely manner. Perform all related branch research and support as needed and/or requested

Sort and distribute department incoming USPS and UPS mail; Prepare USPS and UPS outgoing mail in an accurate and timely manner

Image and index internal documents. Ensure accurate indexing and verification of documents uploaded to the document imaging system. Make adjustments, corrections, and changes to document images, as needed, to ensure all documents are clear and accounted for

Recommend changes to keep desk procedures current

Gain working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area

Contribute to the success of the department with willingness to cross train and share in all department responsibilities

Qualification

Cash handlingBank item processingGeneral ledger balancingMS Office proficiencyDetail orientedEffective communicationProblem-solving skillsOrganizational skillsIntegrity

Required

High School Diploma or equivalent required

Level I - 6 months to 1 year of recent cash handling, office support and/or clerical accounting experience – required

Level II - 1-year recent related work experience demonstrating knowledge and proficiency in the major functional areas of bank item processing, which includes in-depth understanding of the Bank's policies, procedures and applicable regulatory guidelines – required

Equivalent combination of education, training, certifications and experience may be considered

Provides 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 maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect

Effective oral and written communication skills with the ability to communicate technical issues over the phone, in person and via email; and ability to read, write, speak, and understand English well

Detail oriented with strong organizational, problem-solving, data review and time management skills; with the ability to manage multiple assignments, and reporting requests ensuring that priorities are set and commitments and deadlines are met

A basic understanding of debit/credit relationships and negotiable instruments; general math skills to calculate interest, balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions

Ability to gain working knowledge and understanding of debit/credit relationships and negotiable instruments; general math skills to calculate interest, balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions

Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products, and services

Unquestionable integrity in handling sensitive and confidential information required

Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly