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Heritage Bank NW · 13 hours ago

Branch Services Officer

Longview, WA, US

Full-time

Onsite

Mid, Senior Level

$30.12/hr - $45.18/hr

4+ years exp

Heritage Bank is committed to delivering exceptional financial services to its customers and is seeking a Branch Services Officer at their Longview branch in Washington. The role involves overseeing branch profitability, operational soundness, and employee development while ensuring compliance and excellent customer service.

Banking

Responsibilities

Leads and oversees a retail branch to achieve or surpass production goals for deposits, fee income, loans, and other targets, while ensuring excellent customer service aligned with Heritage Bank's Service standards

Ensures timely and accurate audits, compliance, and reporting, addresses related issues promptly, and serves as a liaison between the branch and support departments

Organizes and directs operational workflows to minimize risk and ensure efficient, effective procedures, practices, staff composition, and scheduling

Addresses and resolves customer inquiries promptly to maintain strong branch service performance and manage risk, while making and approving exceptions within set limits

Maintains comprehensive knowledge of operational policies and procedures to actively lead and train staff to consistently adhere to all regulatory compliance standards, internal operational and credit controls, and all operating policies and procedures

Maintains deep knowledge of bank products, leads marketing efforts, and oversees the rollout of new products and services

Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management

Leads branch sales by coaching and training staff on relationship selling strategies to grow and maintain customer relationships, and encourages cross-selling and referrals through strong collaboration with all business lines

Develops, implements, monitors, and communicates annual and quarterly business plans, to include sales goals, income, and expense strategies to ensure maximum profitability for the branch

Partners with Branch Banking Management and Human Resources to manage staffing decisions and personnel actions, ensuring compliance with legal and bank policies

Assists as back up for CSA and FSA positions, as needed

Represents the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events

Monitors the physical appearance and condition of the branch and report needed improvements to the Facilities Department

Maintains 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

Ensures Bank activities are performed in compliance with the Bank’s Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners

Qualification

Banking branch salesOperational managementBusiness developmentLeadership skillsBudget managementRegulatory complianceCustomer serviceCoaching skillsAnalytical reasoningMS Office proficiencyNMLS registration

Required

4+ years' recent experience in banking branch sales, service, and operations, to include a minimum of 2 years in a supervisory role, demonstrating effective relationship management, business development, and operational skills and demonstrated success in leading, coaching, and motivating a team, within a financial services industry

High School diploma or equivalent

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 required

Ability to develop and manage income and expense budget(s)

Advanced knowledge of all branch banking job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation

Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight

Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence

Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints

Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision

Unquestionable integrity in handling sensitive and confidential information required

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

Valid driver's license, proof of insurance and reliable transportation, as regular travel may be required