Heritage Bank · 13 hours ago
Assistant Manager - Branch Banking
Bellingham, WA
Full-time
Onsite
Mid, Senior Level
$23.69/hr - $35.54/hr
3+ years expHeritage Bank is committed to delivering exceptional financial services to customers. They are seeking an Assistant Manager - Branch Banking to ensure operational efficiency and lead a branch team towards achieving service, sales, profitability, and operational excellence.
BankingFinancial Services
Responsibilities
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
Qualification
Required
High School diploma or equivalent
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
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
Preferred
Associates degree or higher
Bilingual in English and Spanish
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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