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Heritage Financial Group jobs

- 23 jobs
  • Customer Support Specialist (On-site Banking Call Center)

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Burlington, WA

    Heritage Bank has an exciting opportunity to join our organization! Are you a friendly and helpful customer service professional? Can you expertly handle high-volume inbound calls while documenting call notes? Do you thrive on finding solutions for your customers? If so, apply today to learn more about this great opportunity! Heritage Bank is seeking a Customer Support Specialist (Banking Call Center) at our Burlington Administrative Center. Individuals in this role help customers by providing a warm welcome and greeting to everyone who calls in for assistance, and will process a variety of financial requests, while learning and maintaining a thorough knowledge of the Bank's products and services, to inform customers of other bank services that will meet their current and future needs. This position is Full Time; typical schedule is Monday - Friday 8:00 a.m. to 5:00 p.m. and rotating Saturdays 9:00 a.m. to 1:00 p.m. Flexibility is required to ensure adequate staffing for training or employee absences. This position is fully onsite in Burlington, Washington. Base Salary Range: Level I - $20.00 - $21.62- $24.84 per hour Level II - $22.00 - $22.70- $26.87 per hour Senior - $23.00 - $23.84- $28.61 per hour Depending on qualifications and experience Customer Service Center Representative (Customer Support Specialist) I, II or Senior may be considered. The Role at a Glance: * Provide exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards. * Build and maintain strong relationships with all internal and external customers. * Perform and/or assist with a full range of customer service oriented telephone activities; responds to customer inquiries and determines appropriate response or direction for the caller and customer escalations, as needed. * Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource. * Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate. * Ability to consistently apply superior decision making techniques pertaining to inquiries and requests as they apply to existing policies and procedures, keeping within assigned approval limits. * Work effectively with other branches and departments as necessary for customer inquiry/problem resolution. * Follow up on customer inquiries not immediately resolved. Accurately and efficiently transfers customer calls to appropriate specialist(s), or for escalated issues, as needed, and/or for additional research or resolution. * Assesses customer and prospective customer needs, by telephone to meet their needs in a consistent and effective manner to build customer relationships. * Actively participates in marketing and sales promotions, and recommend and refer bank products based on customer needs. Participates in training programs to enhance knowledge and referral abilities. * Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. * Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions. * Account maintenance for customer deposit accounts, including adjustments, researching, and file maintenance. * Contributes to the success of the Customer Service Center Department with willingness to share in all department responsibilities. Core Skills and Qualifications: * High School Diploma or equivalent - required. Job-specific and/or ongoing participation in Bank sponsored education may be required. * Level I - Minimum 6 months to a year of recent experience in retail banking and/or bank operations, with emphasis on providing exceptional customer service, within a financial services and/or service center industry - required. * Level II - 2+ years recent experience in retail banking, bank operations and/or a service / call center environment, with working knowledge and experience in multiple functions including online/electronic banking, account maintenance, billing questions and research, regulatory compliance, operations, and phone applications and systems - required. * Senior - 3+ years recent call center experience with emphasis on providing exceptional customer service, advanced technical skills and thorough working knowledge and proficiency in all major functions within a service center environment, in a financial services industry - required. * Provides an exceptional level of quality service for internal and external customers, and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner to solicit feedback to improve service. * 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 with all levels of staff and management. * Excellent listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate outstanding/follow up or technical issues over the phone, in person and via email; with the ability to read, write, speak and understand English well. * Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence - preferred. * Detail oriented with strong organizational, problem-solving, data review, processing, time management skills, and a strong focus on accuracy; with the ability to manage multiple assignments, and reporting requests ensuring that priorities are set and commitments and deadlines are met. * Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and departments. * Ability to work effectively as a team contributor on all assignments. * 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. * Demonstrated ability to quickly focus on key issues and make decisions under pressure of time constraints. * Flexible with and accepting of change in a fast paced environment. * Unquestionable integrity in handling sensitive and confidential information required. * General use and understanding of MS Office products (Word, Excel, Outlook); knowledge of telephony hardware/software and contact center specific applications - preferred, with the ability to learn and adapt to new technologies quickly. Understanding and working knowledge of the Bank's core processing/operating system and experience using Cisco telecommunication systems - preferred. Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and customer contacts and interruptions during the day. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, Saturday's and/or extended hours, as needed. Physical Demands/Effort: * Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day while communicating with customers by phone. * Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. * Occasional lifting 15 - 20 lbs. (e.g., files, boxes, equipment) 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. Keywords: #BankingCallCenter, #CustomerServiceRepresentative, #CustomerSupport, #BankingCustomerService #telephonebanker ##JobCategory:Customer Service Center## ##Street:435 E. George Hopper RD## ##City:Burlington## ##State:WA## ##ZipCode:98233## ##Internal:false## * mon
    $22-22.7 hourly 10d ago
  • Branch Relationship Manager

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Shelton, WA

    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 Shelton Branch is seeking a Branch Relationship Manager. The branch relationship manager is responsible for the overall profitability and goal achievement of assigned branch by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values. This position is also responsible for building the Bank's presence in the communities served by the branch through prospecting and relationship development as well as active community involvement. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Shelton, WA. Base Salary Range: $80,168.40 - $94,742.00 - $113,684.00 annual The Role at a Glance: * Lead and manage a retail branch to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met or exceeded and customer service in the branch is conducted in accordance with the Heritage Bank Service Standards. * Lead and manage sales for the branch including mentoring and training branch staff in using standard relationship selling techniques to grow existing relationships and gain new customer relationships. Proactively execute and lead business development efforts. Build and maintain professional working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals. * Develop, implement and monitor the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability for the branch. Provide leadership in communicating the bank's overall strategy. * 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. 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. * Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. * Resolve escalated customer questions and/or concerns 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. * Work collaboratively with Retail 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. * Maintain in-depth knowledge of all Bank's products and services. Ensure successful implementation of marketing and promotional programs in the branch. Take leadership in rolling out new products and services. * Maintain a comprehensive knowledge of operational policies and procedures and thorough knowledge of federal and state laws/regulations pertaining to compliance, branch operations and consumer and small business lending. * Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. * Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. * Assist as back up for CSA and FSA positions, as needed. * Maintain proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. * Ensure Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Core Skills and Qualifications: * 5+ years' recent experience in a retail banking branch environment and a minimum of two years in a direct leadership and management role - required. * Retail sales experience serving consumers and small business clients - required. * High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. * Equivalent combination of education and experience may be considered. Bilingual in English and Spanish preferred but not required. * 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 retail 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. Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. * Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. * May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: * Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile 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. * Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. * Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but 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. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:301 E Wallace-Kneeland Blvd St## ##City:Shelton## ##State:WA## ##ZipCode:98584## ##Internal:false## * mon
    $80.2k-94.7k yearly 2d ago
  • Physical Security Officer

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Tacoma, WA

    Heritage Bank has an exciting opportunity to join our organization! We are seeking a Physical Security Officer to join our Bank Facilities team located at our Southern Operations Center in Tacoma, WA. The physical security officer is responsible for developing, implementing, and administering all aspects of the bank's physical security and safety programs, ensuring the protection of personnel, facilities, and assets, while maintaining compliance with all regulatory guidelines. This position is fully on-site in Tacoma, WA. Base Salary Range: $83,370.00 - $104,213.00- $125,055.00 annually The Role at a Glance: * Acts as the primary contact for physical security related vendors and manages those relationships on behalf of the bank, which includes, selection, maintenance, and testing of appropriate intrusion devices, alarms and cameras that record activity and warn of potential threats. * Manages the inventory of the Heritage Bank equipment for re-deployment held at 3rd party security warehouse. * Develops and manages building card access security systems, new equipment installations, movement of safe deposit boxes, and provides budget and insurance recommendations for security for all bank buildings. * Develops, implements and maintains physical security procedures and processes for all bank locations. Ensures plans to reduce and/or eliminate premises liability issues, site analysis and threat assessment documentation is up to date and effectively in place. * Partners with the bank's branches, departments and division managers, ensuring that the institution's employees, customers, and facilities are protected. * Partners with department/division managers to design security components for operations and other strategic processes and supervises the development and implementation of required security reporting devices and processes at all levels. * Partners with law enforcement to investigate all suspected internal and external criminal violations, suspicious incidents and policy violations that may become physical security issues. * Develops, administers, and delivers physical security training programs for all staff members, to include specialized training programs for executives, managers and field employees. * Conducts continual audits and surveys of all bank buildings to determine the need for additional physical security services and make appropriate recommendations. * Establishes and maintains satisfactory partnerships within the bank and will liaison with law enforcement agencies at all levels and geographical areas where employees and customers are located. Maintains files for each location regarding available resources, emergency services and agencies available. * Partners with manager to prepare and submit a Physical Security Program evaluation for the compliance report for the Board of Directors, on an annual basis, and/or as requested. * Acts as primary point of contact and directly handles issues related to robberies, bomb threats, fires, accidents, or other related security, safety or business disruption issues related to bank buildings; acts as a liaison between Bank personnel and state and federal law enforcement authorities. * Provides direct reports with proper tools and authority to execute their assigned functions. Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. * Works collaboratively with management and Human Resources and recommends staffing levels and approves personnel actions such as hiring, terminations, promotions, transfers, training and development of staff, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. * Partners with Internal Audit, Compliance, and Risk teams to evaluate the effectiveness of physical security controls, policies, and procedures, and implement corrective actions where needed. * Collaborates in partnership with management and serves as the senior authority on security system design, installation, and lifecycle management, including access control, video surveillance, intrusion detection, and emergency communication systems. * Participates in and/or leads special projects, as assigned by manager or executive leadership team in alignment with the bank's strategic and operational goals. * Maintains proficient knowledge of, and ensures 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. Core Skills and Qualifications: * H.S. Diploma or equivalent required. Bachelor's Degree Business, Criminal Law, Security or relevant discipline preferred * 5+ years recent and progressive experience in a physical security management role within a financial institution or similarly regulated environment, which includes oversight of enterprise-wide security programs, risk assessments, and compliance with applicable banking and safety regulations required. * Certified Safety Professional (CSP), Physical Security Professional (PSP), Associate Protection Professional (APP), or Certifies Protection Professional (CPP) preferred. * Equivalent combination of education, training, certifications, and/or experience in a facilities or operational management role or similar position with relevant physical security responsibilities and duties, 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. * Strong analytical, problem-solving, organizational, project management, data review and time management skills, with the ability to manage multiple assignments, projects and goals, ensuring that priorities are set and commitments and deadlines are met, with the ability to quickly focus on key issues and make decisions under pressure of time constraints, with minimal direction and supervision. * Effective listening, verbal, written and telephone etiquette business communication skills, including effective questioning/investigative strategies, influencing, negotiation, presentation and facilitation skills; ability to write reports, correspondence and procedures, communicate effectively with all levels of management, employees, internal/external auditors, regulatory and law enforcement agencies; with the ability to read, speak, write and understand English well. * Strong leadership and managerial skills are required to manage, motivate, and develop teams, to include oversight and management of employees in remote locations. Employee development, performance management, training and employee counseling skills are required. * Demonstrated ability to develop and manage income and expense budget(s). * Strategic in approach to decision-making with proven ability to analyze information, develop strategies and deliver results. * Demonstrated ability to effectively collaborate with individuals across all business and/or functional lines within the organization to elicit cooperation from a wide variety of sources. * Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments and senior management, in a timely manner. * General to strong knowledge of accounting, auditing, compliance processes and their interaction with the physical security function. * Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures. * Advanced knowledge of preventive and reactive security measures (e.g., robbery, bomb threats, extortion, kidnapping, training, etc.) and systems (e.g., alarms, motion detectors, computer crimes, etc.); experience in effectively dealing and interacting with various state and federal law enforcement agencies. * Thorough knowledge of physical security contracting and guard service processes for personnel and equipment, with recent experience selecting alarm contractors. * Thorough working knowledge of related state and federal banking compliance regulations and laws to include FFIEC, FDIC, and OCC requirements, Bank operational policies and procedures, products and services, customers, entities, and geographic locations associated with those activities - required * Ability to analyze and synthesize information accurately and effectively and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. * Unquestionable integrity in handling sensitive and confidential information required. * High ethical standards, sound judgment, crisis management expertise, and the ability to operate effectively in a regulated, risk-sensitive environment. * Proficient and advanced use and understanding MS Office products (Word, Excel, Outlook), and working knowledge of vendor management and project management software applications, with the ability to adapt to and learn new technologies quickly. Card Access System software - strongly preferred Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. * Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. * May be exposed to potential risk and hazard - 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 and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; frequently standing, intermittently stooping, bending at the waist, kneeling or crouching to file materials. * Occasional lifting and/or moving up to 30 lbs (files, boxes, etc. 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. At Heritage Bank, we work hard but 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Facilities / Maintenance## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false##
    $34k-41k yearly est. 7d ago
  • Commercial Banking Officer - Bellevue, Washington

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Bellevue, WA

    Base Salary Range : Level II: $91,707.00 - $114,639.00 - $137,561.00 annual Level III: $112,991.00 - $141,236.00 - $169,491.00 annual Depending on qualifications and experience, Commercial Banking Officer II or III may be considered. At Heritage Bank, we work hard, but 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. Position Overview: Heritage Bank has an exciting opportunity to join our organization! We are seeking an experienced commercial banking officer to join our Bellevue Commercial team. This position provides a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. This position will also have responsibility for underwriting, structuring, and closing commercial loans that meet established lending requirements and maximizes profitability to the Bank with minimal risk. Depending on level of position, may have responsibility to develop, train, coach, and motivate less experienced bankers to achieve the Bank's loan goals. This position is fully on-site in Bellevue, Washington. The successful candidate will be able to: * Establish and service a sound loan portfolio by cultivating new and expanding existing business through an effective calling program. Regularly achieve and/or exceed agreed-upon benchmarks and annual goals. * Build solid, profitable relationships with clients/prospects characterized by mutual respect, understanding and trust. Work to establish his/her role as a trusted financial advisor. * Evaluate the overall resources and capabilities of the client/prospect's business, considering current industry dynamic, financial and operational strategy, economic conditions and market trends and prioritizes client/prospect opportunities. * Analyze client/prospect needs, and recommends appropriate solutions that match those needs, consistent with the Bank's credit culture, and maximizes Heritage Bank's profitability and shareholder value. * Analyze and screen loan requests. Negotiate terms/conditions, structure loan financing based on risk considerations consistent with Bank policy and Asset/Liability guidelines; approve loans within assigned lending limits; and/or prepare/ present credits outside lending limits for approval to appropriate levels of authority, as required. * Foster and maintain cohesive partnerships and working relationships with all lines of business within the Bank to build a trusted and productive sales and service referral process. * Effectively evaluate and manage each client relationship and transaction for financial and credit risk and potential loss to the Bank, ensuring adequate safeguards and monitoring of accounts. Ensures collateral, routinely reviews cash-flow and ensures standards and loan terms are met on an ongoing basis. * Proactively leverage ideas, insights, and relationships to generate new and incremental loan and deposit business for Heritage Bank; utilizes existing client/prospect base and network of clients/prospects referral sources and means of improving client acquisition and retention. * Ensure timely and thorough monitoring of all credits through periodic reviews, continued analysis, proper credit quality grading, and proper documentation. Maintains ongoing contact with client to be kept current on significant changes in financial condition or operations. Remedy loan deficiencies where appropriate, including loans out of compliance with borrower's loan agreement, or out of formula with borrowing base. * Prepare and present all required and requested loan reports in a timely manner. * Monitor the performance of the borrower over the life of the loan. Able to recognize developing problems and bringing them to the attention of management. For troubled credits, assist in developing a strategy to return the credit to a pass rating or exit strategy. * Comply with government regulations by maintaining an up-to-date knowledge of commercial law, UCC, and banking regulations/policy to assure conformity with required laws and terms. * Maintain an awareness of competitive products, practices, rates and changes in the local market. * 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. * Represent the Bank in the local community through proactive participation in community, charitable, business and social activities to allow for maximum client and customer contact. Requirements: * Bachelor's degree in Business, Finance, Accounting or Marketing - preferred. * Level II - 5+ years of commercial banking experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of commercial real estate and C&I lending practices - preferred. Must have excellent business development skills with proven success in prospecting and building relationships to enhance commercial loan opportunities and entrusted to make quality credit decisions. * Level III - 8+ years of progressively responsible commercial lending experience providing financial expertise, counsel and customized solutions to business clients with proven experience successfully managing complex commercial banking relationships required. Advanced knowledge of credit underwriting, loan structuring, credit/credit quality and commercial real estate and C&I lending practices required. Strong relationship management and business development/sales skills required. * Formal credit training and/or Pacific Coast Banking School Graduate or equivalent - highly desired. * Experience with HOA lending - highly desired. * Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. * Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions. * Networking and relationship building skills, with demonstrated expertise and success in business development and sales processes and strategies. * A proven track record as an individual contributor who has grown top line results in a service oriented business. * Effective listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; ability to read, write, speak and understand English well. * Strong problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities. * Ability to identify recurring and non-recurring sources of cash flow and guarantors' ability to service debt. * Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. * Working knowledge of lending practices, policies, procedures, disclosures and terminology related to banking laws, regulatory requirements and legal documents. * Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. * An ability to analyze and synthesize information accurately and effectively, multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. * Understanding of the Bank's credit underwriting policies and approval process for assigned loans. * Ability to handle and deal with sensitive and confidential matters in an efficient manner. * Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly. Work Environment: * Climate controlled office environment. * There may be frequent employee and customer contacts and interruptions during the day. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. * Work requires willingness to work a flexible and/or rotating schedule which may require evening work. * May be exposed to outside climate conditions and/or required to wear protective devises during site and property visits/inspections. Physical Demands: * 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, which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials and/or site/property inspections. * Occasional lifting 10 - 20 lbs. (files, boxes). Travel Time: Varies - 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver's license, clean driving record, 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. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this 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. ##JobCategory:Commercial Banking## ##Street:10500 NE 8th St. Ste 1500## ##City:Bellevue## ##State:WA## ##ZipCode:98004## ##Internal:false## * mon2
    $113k-141.2k yearly 60d+ ago
  • Temporary Bank Operations Quality Control Specialist

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Tacoma, WA

    Our Bank Operations team is seeking a bank operations quality control specialist to fill a temporary assignment on-site in Tacoma, Washington. This position is responsible for completing deposit account quality control reviews in a timely and accurate manner, while providing quality customer service to internal/external customers. This assignment is a Full -Time on-site role, Monday through Friday 8:00 a.m. to 5:00 p.m. for approximately 180 days (December 2025 through May 2026). As a temporary employee, you will be eligible to participate in a 401(k) plan with company match, accrue sick time, and will have access to the Employee Assistance Program. Salary Range: $23.00 - $28.00 hourly The Role at a Glance: * Performs quality control review for all new deposit accounts, maintenance of deposit accounts, and safe deposit boxes to ensure compliance with internal procedures and regulatory requirements. * May assist with second review of bank operations high risk maintenance activities to ensure accuracy and adherence to procedure and controls. * May assist with the review of department/branch general ledger reconciliations and transaction processing. * May participate in the quality control review of high-risk areas including dormant account processing, negotiable instrument certifications, SOX controls and regulatory customer communications. * May assist with the review of critical maintenance reports for monetary and non-monetary transactions to ensure all transactions are appropriate and supported by applicable documentation. * Understands and maintains working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area. * Understands and comply with all policies, procedures, standards and guidance relevant to assigned job responsibilities. Core Skills and Qualifications: * 3+ years of recent experience in a branch and/or bank operations support role required. * Working knowledge of applicable rules and regulations, report review functions and current working knowledge across various functional bank operations areas i.e., deposit operations, item processing, dormant account review, compliance strongly preferred. * High School Diploma or equivalent required. Associate's degree or higher in Accounting of Finance preferred. * Equivalent combination of education, experience, and training in a relevant role may be considered. * Provides an exceptional level of quality service for internal and external customers and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner. * Effective listening verbal, written and telephone etiquette business communication skills, with the ability to read, write, speak and understand English well. * Working knowledge and understanding of banking policies, procedures, and terminology related to banking laws and regulatory requirements applicable to various deposit accounts and operations. * Working knowledge of deposit documentation, with the ability read/interpret documents or authorizations, ensuring accurate data input and/or approvals have been attained. * Working knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest, balance accounts and locate routine mathematical errors. * Detail oriented with strong organizational and time management skills; with the ability to manage multiple assignments, ensuring that priorities are set and commitments and deadlines are met, with direct and/or moderate oversight. * Excellent analytical ability, data review and processing skills, with the ability to identify and resolve exceptions and interpret data. * Unquestionable integrity in handling sensitive and confidential information required. * Proficient knowledge and use of MS Office products (Word, Excel, Outlook) and retrieval of data, with the ability to adapt to and learn new products and technologies quickly. * Recent working knowledge of financial services systems and experience utilizing digital servicing and client file management applications, i.e., FISERV / DNA - required. Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and/or customer contacts and interruptions during the day. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. 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 and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. * Occasional lifting and/or moving up to 10 lbs. (files, boxes, etc.). 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position / assignment. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. ##JobCategory:Bank Operations## ##Street:3615 Pacific Ave## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false##
    $23-28 hourly 7d ago
  • Digital Banking Specialist - Onsite (Tacoma, WA)

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Tacoma, WA

    Heritage Bank Currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The digital banking specialist position is responsible for the timely and accurate completion of operational, customer support, and/or technical support activities, i.e., set ups, troubleshooting, research, and day-to day support to internal and external customers for all digital channel products including but not limited to: Business/Consumer Online and Mobile Banking, Remote Deposit Capture (RDC), Bill Pay, Electronic Funds Transfer (EFT), Online ACH origination and online wire transfers, ensuring compliance with operational and regulatory policies/procedures to mitigate risk. This position is Full Time; typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Tacoma, Washington Base Salary Range: Level I - $20.50 - $25.62 - $30.75 per hour Level II - $22.04 - $27.55 - $33.06 per hour Depending on qualifications and experience Digital Banking Specialist I or II may be considered. The Role at a Glance: * Researches and responds to internal and external customer inquiries via Jira, email, phone or in person. * Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions. * Acquires knowledge to set-up, implement and maintain business online banking, and Business RDC customers. * Assists in providing troubleshooting and support to business and consumer online banking customers, remotely using Computer Sharing Software and over the phone. * Reconciles assigned general ledger and bank control accounts in a timely and accurate manner. * Contributes to the success of the department with willingness to share and cross train in all department responsibilities, as required or assigned. Core Skills and Qualifications: * High School Diploma or equivalent required. Coursework and/or certification in business or accounting, and/or relevant education - preferred. * Level I - 1+ year recent customer service, data entry, clerical and/or office support experience, demonstrating working knowledge of general office administration practices and procedures required. * Recent experience in Electronic / Digital Banking with working knowledge and understanding of Online Banking, Mobile Banking, RDC, EFT processing and regulatory compliance preferred. * Level II - 2+ years recent experience in bank operations, electronic / digital banking and/or branch banking, which includes working knowledge and proficiency in online / mobile banking, RDC, EFT processing and regulatory compliance in a financial services industry required. * Equivalent combination of education and experience may be considered. * Provides high level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner. * Ability to provide clients with information and data, as well as gain their trust and respect while maintaining personal composure when confronted with a difficult situation and/or customer. Ability to escalate to next level management. * Effective interpersonal and written/verbal 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. * Effective research, attention to detail, time management, and organizational skills to manage multiple assignments and reporting requests to meet concurrent deadlines, with moderate supervision and oversight. * Basic understanding of debit/credit relationships and negotiable instruments; general math skills to balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions. * Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank's policies, procedures, products, and services. * Unquestionable integrity in handling sensitive and confidential information required. * Working knowledge of office administration practices and procedures. * Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. * PC Experience using ticketing systems (Jira, etc.) - preferred. Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent interruptions during the day. * Work requires willingness to work a flexible and/or rotating schedule or extended hours, as needed. 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, and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. * Occasional lifting and/or moving up to 10 lbs. (files, boxes, etc.) 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Information Technology / Systems## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false##
    $22-27.6 hourly 10d ago
  • Credit Review Officer/Credit Review Officer Senior (On-site)

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Tacoma, WA

    Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered. Base Salary Range: Credit Review Officer - $83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior - $100,884.00 - $126,105.00 - $151,326.00 annual The Role at a Glance: * Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. * Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. * Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. * Prepares independent analysis and supporting documentation for loan reviews. * Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. * Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. * Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. * Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. * Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. * Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. * Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. * Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. * Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. * Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. * Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: * H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. * Credit Review Officer - 3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. * Credit Review Officer Senior - 7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. * Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. * Pacific Coast Banking School Graduate or equivalent preferred. * Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. * Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. * Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. * Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. * Understanding of the Bank's credit underwriting policies and approval process. * Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. * Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. * Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. * Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. * 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. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. 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 and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials * Occasional lifting up to 10 lbs. (files, boxes, etc.). 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. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Compliance / Audit## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false## * mon
    $100.9k-126.1k yearly 7d ago
  • New Accounts Representative

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Lacey, WA

    Heritage Bank currently 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 a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: * 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. Core Skills and Qualifications: * 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. Multi-lingual is a plus, but not required * 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. 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 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:4400 Pacific Ave SE## ##City:Lacey## ##State:WA## ##ZipCode:98503## ##Internal:false## * mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
    $20.5-25.6 hourly 13d ago
  • Assistant Manager - Branch Banking

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Shoreline, WA

    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 Shoreline 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. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:45 p.m. Fully on-site in Shoreline, WA. Base Salary Range $25.47 - $31.83 - $38.20 hourly 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. Bilingual in English and Spanish preferred but not required. * 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:20333 Ballinger Way NE## ##City:Shoreline# ##State:WA## ##ZipCode:98155## ##Internal:false## * mon
    $25.5-31.8 hourly 5d ago
  • Bank Teller

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Lynnwood, WA

    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 Lynnwood Branch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts. Overview: This position is Full Time; typical schedule is Monday-Thursday 8:15 a.m. to 5:15 p.m. Friday 8:45 a.m. to 5:45 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lynnwood, Washington. The Lynnwood Branch is a designated travel team branch, and supports King and Snohomish Counties and may support other countries in the region as needed. Base Salary Range: Level I - $19.00 - $22.88 per hour Level II - $20.00 - $24.84 per hour Depending on qualifications and experience, Bank Teller I or II may be considered. The Role at a Glance: * Builds and maintains strong relationships and provide exceptional customer service to internal and external customers. * Performs routine paying / receiving duties and maintains an accurate cash drawer in accordance with assigned Authority limits. * Promotes, explains, and refers bank products and services based on customer needs. * Maintains confidentiality when handling customer requests and transactions. * Complies with all policies, procedures, security, and regulatory requirements. * Actively participates in branch marketing and sales promotions. * Contributes to the success of the team by sharing in all branch administrative duties as required and assigned. Core Skills and Qualifications * Level I - 6 months customer service experience - required. * Level II - 1-year recent cash handling and customer service experience in a financial services industry - required. * High school diploma or equivalent * Ability to operate standard office equipment, proficient computer skills, and ability to adapt to and learn new technologies quickly. * Computer software knowledge in DNA or Fiserv, preferred. * Equivalent combination of education, experience, and training may be considered. * Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. * Detail-oriented with strong organizational and problem-solving skills. * Demonstrated ability to provide an exceptional level of customer service. * Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments. * Ability to gain working knowledge of bank products and services. * Ability to read, write, speak and understand English well. Excellent written and oral communication skills * 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. 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 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:19510 58th Avenue W# ##City:Lynnwood## ##State:WA## ##ZipCode:98036## ##Internal:false##
    $19-22.9 hourly 10d ago
  • Temporary Branch Banking Support/Relationship Banking Assistant

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Tacoma, WA

    Heritage Bank currently has an exciting temporary assignment opportunity within our organization! Our Downtown Tacoma Branch in Tacoma, Washington is seeking a temporary branch banking support/relationship banking assistant (November 2025 - May 2026) to deliver exceptional customer service experience to new and existing customers, while providing in-office customer service, transaction processing and account maintenance in compliance with all regulatory requirements. This is a temporary Full -Time position; typical schedule is Monday through Friday 8:30 a.m. to 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. As a temporary employee, you will be eligible to participate in a 401(k) plan with company match, accrue sick time, and will have access to the Employee Assistance Program. Base Pay Rate: $20.00 - $23.00 per hour The Role at a Glance: * Performs routine transaction processing; receives checks for deposit, verifies amounts and endorsements, enter all necessary information in data processing system, issue receipts, and balance in an accurate and complete manner. * Minimizes risk by identifying potential fraudulent activities or transactions and escalates to management in a timely manner. * Provides operational support, client relationship tracking, processes paperwork, and assembles and summarizes information, as requested and/or required. Gains an understanding of the workflow demands with proper use of internal technology. * May open new accounts and complete account documentation in accordance with Bank guidelines, all account opening compliance requirements, and account ownership verification procedures. * Assists branch with organizing operational workflows, balancing daily transactions, compliance, reporting and completing all assignments in a timely manner. * Gains a working knowledge of all bank products and services. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. Core Skills and Qualifications: * Minimum of 1+ years' recent experience in branch banking, which includes customer service / relationship management skills in a financial services industry required. * Knowledge of new account documentation and compliance in a financial services industry preferred. * Detail-oriented with strong organizational and problem-solving skills. * Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments. * Understand and complies with the Bank's policies, procedures, security, and regulatory requirements. * Ability to gain working knowledge of bank products and services. * Effective listening, verbal, written and telephone etiquette business communication skills, with the ability to read, write, speak, and understand English well. * Unquestionable integrity in handling sensitive and confidential information required. * Proficient use and understanding of MS Office products (Word, Excel, Outlook), understanding and working knowledge of core processing/operating systems in a banking environment, i.e., DNA; with the ability to learn and adapt to new technologies quickly. * 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. 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. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. ##JobCategory:Retail Banking## ##Street:909 A Street, Ste 710## ##City:Tacoma## ##State:WA## ##ZipCode:98402## ##Internal:false##
    $20-23 hourly 7d ago
  • Relationship Banking Assistant - On-Site

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Longview, WA

    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 Longview Branch is 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 and fully on-site in Longview, Washington. Typical schedule is Monday through Friday 8:45 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. Keywords: Relationship Banking, Personal Banker, Business Banking ##JobCategory:Retail Banking## ##Street:927 Commerce Ave## ##City:Longview## ##State:WA## ##ZipCode:98632## ##Internal:False## * mon
    $25.5-31.8 hourly 9d ago
  • Branch Banking Manager

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Bellingham, WA

    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 Northwest Ave/Bellingham Branch is seeking a Branch Relationship Manager. The branch relationship manager is responsible for the overall profitability and goal achievement of assigned branch by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values. This position is also responsible for building the Bank's presence in the communities served by the branch through prospecting and relationship development as well as active community involvement. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Bellingham, WA. Base Salary Range: $80,168.40 - $94,742.00 - $113,684.00 annual The Role at a Glance: * Lead and manage a retail branch to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met or exceeded and customer service in the branch is conducted in accordance with the Heritage Bank Service Standards. * Lead and manage sales for the branch including mentoring and training branch staff in using standard relationship selling techniques to grow existing relationships and gain new customer relationships. Proactively execute and lead business development efforts. Build and maintain professional working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals. * Develop, implement and monitor the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability for the branch. Provide leadership in communicating the bank's overall strategy. * 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. 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. * Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. * Resolve escalated customer questions and/or concerns 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. * Work collaboratively with Retail 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. * Maintain in-depth knowledge of all Bank's products and services. Ensure successful implementation of marketing and promotional programs in the branch. Take leadership in rolling out new products and services. * Maintain a comprehensive knowledge of operational policies and procedures and thorough knowledge of federal and state laws/regulations pertaining to compliance, branch operations and consumer and small business lending. * Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. * Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. * Assist as back up for CSA and FSA positions, as needed. * Maintain proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. * Ensure Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Core Skills and Qualifications: * 5+ years' recent experience in a retail banking branch environment and a minimum of two years in a direct leadership and management role - required. * Retail sales experience serving consumers and small business clients - required. * High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. * Equivalent combination of education and experience may be considered. Bilingual in English and Spanish preferred but not required. * 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 retail 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. Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. * Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. * May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: * Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile 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. * Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. * Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but 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. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:920 West Bakerview Rd## ##City:Bellingham## ##State:WA## ##ZipCode:98226## ##Internal:false## * mon
    $80.2k-94.7k yearly 2d ago
  • Credit Review Officer/Credit Review Officer Senior (On-site)

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Everett, WA

    Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered. Base Salary Range: Credit Review Officer - $83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior - $100,884.00 - $126,105.00 - $151,326.00 annual The Role at a Glance: * Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. * Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. * Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. * Prepares independent analysis and supporting documentation for loan reviews. * Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. * Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. * Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. * Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. * Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. * Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. * Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. * Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. * Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. * Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. * Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: * H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. * Credit Review Officer - 3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. * Credit Review Officer Senior - 7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. * Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. * Pacific Coast Banking School Graduate or equivalent preferred. * Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. * Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. * Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. * Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. * Understanding of the Bank's credit underwriting policies and approval process. * Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. * Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. * Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. * Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. * 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. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. 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 and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials * Occasional lifting up to 10 lbs. (files, boxes, etc.). 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. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Compliance / Audit## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false## * mon
    $100.9k-126.1k yearly 7d ago
  • Customer Support Specialist (On-site Banking Call Center)

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Oak Harbor, WA

    Heritage Bank has an exciting opportunity to join our organization! Are you a friendly and helpful customer service professional? Can you expertly handle high-volume inbound calls while documenting call notes? Do you thrive on finding solutions for your customers? If so, apply today to learn more about this great opportunity! Heritage Bank is seeking a Customer Support Specialist (Banking Call Center) at our Oak Harbor Branch. Individuals in this role help customers by providing a warm welcome and greeting to everyone who calls in for assistance, and will process a variety of financial requests, while learning and maintaining a thorough knowledge of the Bank's products and services, to inform customers of other bank services that will meet their current and future needs. This position is Full Time; typical schedule is Monday - Friday 8:00 a.m. to 5:00 p.m. and rotating Saturdays 9:00 a.m. to 1:00 p.m. Flexibility is required to ensure adequate staffing for training or employee absences. This position is fully onsite in Oak Harbor, Washington. Base Salary Range: Level I - $20.00 - $21.62- $24.84 per hour Level II - $22.00 - $22.70- $26.87 per hour Senior - $23.00 - $23.84- $28.61 per hour Depending on qualifications and experience Customer Service Center Representative (Customer Support Specialist) I, II or Senior may be considered. The Role at a Glance: * Provide exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards. * Build and maintain strong relationships with all internal and external customers. * Perform and/or assist with a full range of customer service oriented telephone activities; responds to customer inquiries and determines appropriate response or direction for the caller and customer escalations, as needed. * Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource. * Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate. * Ability to consistently apply superior decision making techniques pertaining to inquiries and requests as they apply to existing policies and procedures, keeping within assigned approval limits. * Work effectively with other branches and departments as necessary for customer inquiry/problem resolution. * Follow up on customer inquiries not immediately resolved. Accurately and efficiently transfers customer calls to appropriate specialist(s), or for escalated issues, as needed, and/or for additional research or resolution. * Assesses customer and prospective customer needs, by telephone to meet their needs in a consistent and effective manner to build customer relationships. * Actively participates in marketing and sales promotions, and recommend and refer bank products based on customer needs. Participates in training programs to enhance knowledge and referral abilities. * Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. * Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions. * Account maintenance for customer deposit accounts, including adjustments, researching, and file maintenance. * Contributes to the success of the Customer Service Center Department with willingness to share in all department responsibilities. Core Skills and Qualifications: * High School Diploma or equivalent - required. Job-specific and/or ongoing participation in Bank sponsored education may be required. * Level I - Minimum 6 months to a year of recent experience in retail banking and/or bank operations, with emphasis on providing exceptional customer service, within a financial services and/or service center industry - required. * Level II - 2+ years recent experience in retail banking, bank operations and/or a service / call center environment, with working knowledge and experience in multiple functions including online/electronic banking, account maintenance, billing questions and research, regulatory compliance, operations, and phone applications and systems - required. * Senior - 3+ years recent call center experience with emphasis on providing exceptional customer service, advanced technical skills and thorough working knowledge and proficiency in all major functions within a service center environment, in a financial services industry - required. * Provides an exceptional level of quality service for internal and external customers, and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner to solicit feedback to improve service. * 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 with all levels of staff and management. * Excellent listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate outstanding/follow up or technical issues over the phone, in person and via email; with the ability to read, write, speak and understand English well. * Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence - preferred. * Detail oriented with strong organizational, problem-solving, data review, processing, time management skills, and a strong focus on accuracy; with the ability to manage multiple assignments, and reporting requests ensuring that priorities are set and commitments and deadlines are met. * Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and departments. * Ability to work effectively as a team contributor on all assignments. * 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. * Demonstrated ability to quickly focus on key issues and make decisions under pressure of time constraints. * Flexible with and accepting of change in a fast paced environment. * Unquestionable integrity in handling sensitive and confidential information required. * General use and understanding of MS Office products (Word, Excel, Outlook); knowledge of telephony hardware/software and contact center specific applications - preferred, with the ability to learn and adapt to new technologies quickly. Understanding and working knowledge of the Bank's core processing/operating system and experience using Cisco telecommunication systems - preferred. Working Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and customer contacts and interruptions during the day. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, Saturday's and/or extended hours, as needed. Physical Demands/Effort: * Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day while communicating with customers by phone. * Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. * Occasional lifting 15 - 20 lbs. (e.g., files, boxes, equipment) 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. Keywords: #BankingCallCenter, #CustomerServiceRepresentative, #CustomerSupport, #BankingCustomerService #telephonebanker ##JobCategory:Customer Service Center## ##Street:450 SW Bayshore Drive## ##City:Oak Harbor## ##State:WA## ##ZipCode:98277## ##Internal:false## * mon
    $22-22.7 hourly 13d ago
  • Bank Teller

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Bellingham, WA

    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 Bellingham Branch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts. Overview: This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Bellingham, Washington. Base Salary Range: Level I - $19.00 - $22.88 per hour Level II - $20.00 - $24.84 per hour Depending on qualifications and experience, Bank Teller I or II may be considered. The Role at a Glance: * Builds and maintains strong relationships and provide exceptional customer service to internal and external customers. * Performs routine paying / receiving duties and maintains an accurate cash drawer in accordance with assigned Authority limits. * Promotes, explains, and refers bank products and services based on customer needs. * Maintains confidentiality when handling customer requests and transactions. * Complies with all policies, procedures, security, and regulatory requirements. * Actively participates in branch marketing and sales promotions. * Contributes to the success of the team by sharing in all branch administrative duties as required and assigned. Core Skills and Qualifications * Level I - 6 months customer service experience - required. * Level II - 1-year recent cash handling and customer service experience in a financial services industry - required. * High school diploma or equivalent * Ability to operate standard office equipment, proficient computer skills, and ability to adapt to and learn new technologies quickly. * Computer software knowledge in DNA or Fiserv, preferred. * Equivalent combination of education, experience, and training may be considered. * Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. * Detail-oriented with strong organizational and problem-solving skills. * Demonstrated ability to provide an exceptional level of customer service. * Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments. * Ability to gain working knowledge of bank products and services. * Ability to read, write, speak and understand English well. Excellent written and oral communication skills * 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. 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 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:265 York Street# ##City:Bellingham## ##State:WA## ##ZipCode:98225## ##Internal:false##
    $19-22.9 hourly 10d ago
  • Assistant Manager - Branch Banking

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Bellingham, WA

    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 Northwest Ave/Bellingham 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. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Bellingham, WA. Base Salary Range $23.69 - $29.61 - $35.54 hourly 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. Bilingual in English and Spanish preferred but not required. * 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:920 West Bakerview Rd## ##City:Bellingham## ##State:WA## ##ZipCode:98226## ##Internal:false## * mon
    $23.7-29.6 hourly 10d ago
  • Credit Review Officer/Credit Review Officer Senior (On-site)

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Burlington, WA

    Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered. Base Salary Range: Credit Review Officer - $83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior - $100,884.00 - $126,105.00 - $151,326.00 annual The Role at a Glance: * Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. * Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. * Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. * Prepares independent analysis and supporting documentation for loan reviews. * Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. * Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. * Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. * Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. * Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. * Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. * Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. * Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. * Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. * Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. * Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: * H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. * Credit Review Officer - 3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. * Credit Review Officer Senior - 7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. * Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. * Pacific Coast Banking School Graduate or equivalent preferred. * Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. * Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. * Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. * Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. * Understanding of the Bank's credit underwriting policies and approval process. * Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. * Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. * Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. * Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. * 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. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: * Climate controlled office environment. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. 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 and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials * Occasional lifting up to 10 lbs. (files, boxes, etc.). 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. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Compliance / Audit## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false## * mon
    $100.9k-126.1k yearly 7d ago
  • New Accounts Representative

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Everett, WA

    Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Everett Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday - Friday 8:30 a.m.- 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Everett, WA. Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: * 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. Core Skills and Qualifications: * 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. Multi-lingual (Spanish) is a plus, but not required. * 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. 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 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:2831 Colby Ave## ##City:Everett## ##State:WA## ##ZipCode:98201## ##Internal:false## * mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
    $20.5-25.6 hourly 10d ago
  • Bank Teller

    Heritage Financial Corporation 4.1company rating

    Heritage Financial Corporation job in Oak Harbor, WA

    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 Oak Harbor Branch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts. Overview: This position is Full Time; typical schedule is Monday 8:15 a.m. to 5:15 p.m. Tuesday-Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:45 a.m. to 5:45 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Oak Harbor, Washington. The Oak Harbor Branch is a designated travel team branch. Travel primarily supporting Skagit and Island counties: however, travel to other surrounding counties may be required. Base Salary Range: Level I - $19.00 - $22.88 per hour Level II - $20.00 - $24.84 per hour Depending on qualifications and experience, Bank Teller I or II may be considered. The Role at a Glance: * Builds and maintains strong relationships and provide exceptional customer service to internal and external customers. * Performs routine paying / receiving duties and maintains an accurate cash drawer in accordance with assigned Authority limits. * Promotes, explains, and refers bank products and services based on customer needs. * Maintains confidentiality when handling customer requests and transactions. * Complies with all policies, procedures, security, and regulatory requirements. * Actively participates in branch marketing and sales promotions. * Contributes to the success of the team by sharing in all branch administrative duties as required and assigned. Core Skills and Qualifications * Level I - 6 months customer service experience - required. * Level II - 1-year recent cash handling and customer service experience in a financial services industry - required. * High school diploma or equivalent * Ability to operate standard office equipment, proficient computer skills, and ability to adapt to and learn new technologies quickly. * Computer software knowledge in DNA or Fiserv, preferred. * Equivalent combination of education, experience, and training may be considered. * Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. * Detail-oriented with strong organizational and problem-solving skills. * Demonstrated ability to provide an exceptional level of customer service. * Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments. * Ability to gain working knowledge of bank products and services. * Ability to read, write, speak and understand English well. Excellent written and oral communication skills * 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. 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 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. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. 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 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* 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. ##JobCategory:Retail Banking## ##Street:450 SW Bayshore Drive# ##City:Oak Harbor## ##State:WA## ##ZipCode:98277## ##Internal:false##
    $19-22.9 hourly 2d ago

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Heritage Financial Group may also be known as or be related to HERITAGE FINANCIAL GROUP INC, Heritage Financial Group, Heritage Financial Group Inc, Heritage Financial Group, Inc and Heritage Financial Group, Inc.