location_0_addressRegionName

location_0_addressCountryName

OFFSITE

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

Assistant Bank Manager

The assistant manager - branch bankingis responsible for the overall operational efficiency and soundness of assigned branch and proactively partners 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. 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.

Salary

KBSkills

ACTIVE

HOUR

<div><div><div><div><div><div><div><div><div><div><div><div><strong>Base Salary Range</strong></div><p>$25.47 - $31.83 - $38.20hourly</p><p>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!</p><p>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. </p><p><strong>Position Overview</strong></p><p>Heritage Bank has an exciting opportunity to join our organization! We are seeking an <strong>Assistant Manager - Branch Banking</strong> at our Bellingham branch in Bellingham, WA.</p><p>The <strong>assistant manager - branch banking</strong>is responsible for the overall operational efficiency and soundness of assigned branch and proactively partners 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. </p><p><strong>The successful candidate will be able to:</strong></p><ul><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Organize and direct operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Maintain a comprehensive knowledge of products and services, operational policies and procedures and federal and state laws/regulations pertaining to compliance and branch operations. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Mentor and train branch staff on service standards to foster growth of new & existing customer relationships. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Assist as back up for CSA and FSA positions, as needed. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Assist management with the successful implementation of marketing and promotional programs for new products and services. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Monitor supplies, furniture, equipment and security levels ensuring the efficient operation of the branch. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Ensure Bank activities are performed in compliance with Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li></ul><p><strong>Requirements:</strong></p><ul><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">High School diploma or equivalent - required. Associates degree or higher – preferred. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Equivalent combination of education and experience may be considered. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Proven ability to provide professional, responsive customer service; with strong customer service delivery and relationship selling skills.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Thoroughly understands and applies principles, procedures, compliance requirements, regulations, and policies related to assigned area of oversight. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Strong analytical reasoning, problem-solving, independent judgement, decision making, attention to detail, organizational, data review and time management skills. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li></ul><p><strong>Working Environment/Conditions:</strong></p><ul><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Climate controlled office environment. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Work may involve eye strain due to the constant use of computer screens, reading of reports, and sitting throughout the day.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li></ul><p><strong>Physical Demands/Effort:</strong></p><ul><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. </li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li></ul><p/><p style="text-align:center"><strong>Heritage Bank is an Equal Opportunity Employer</strong></p><p/><p/><p/><p><strong>Salary Range Disclaimer</strong></p><p>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.</p><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div class="fr-view"><div><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><br/></p><p><br/></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div class="fr-view"><div><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p id="isPasted">*mon</p><p><br/></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div class="fr-view"><div><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><br/></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div class="fr-view"><div><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><br/></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div class="fr-view"><div><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><br/></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div class="fr-view"><div><div><div class="fr-view"><div><div class="fr-view"><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><br/></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Heritage Bank

Assistant Manager - Branch Banking

salaryMin

salaryMax

payPeriod

currency

Analysis Skills

Bank Management

Banking Operations

Banking Regulations

Banking Services

Budgeting

Business Development

Business Plan

Coaching

Communication Skills

Computer Skills

Copying Machines

Credit Control

Customer Relations

Customer Support/Service

Detail Oriented

Document Scanners

English Language

Federal Laws and Regulations

Financial Services

Flexible Spending Accounts

Furniture

High School Diploma

Human Resources

Keyboards

Leadership

Legal

Legal Documents

Licensing

Mentoring

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Mortgage

Operations Management

Operations Processes

Outbound Marketing

Performance Management

Performance Reviews

Physical Demands

Policy Development

Presentation/Verbal Skills

Problem Solving Skills

Procedure Development

Product Programs

Profit & Loss

Profit & Loss Management

Promotional Programs

Regulatory Compliance

Relationship Management

Resolve Customer Issues

Retail

Retail Banking

Retail Operations

Risk

Risk Management

Sales

Sales Operations

Sales Strategy

Security Auditing

Security Equipment

Service Delivery

Staff Development

Staff Training

State Laws and Regulations

Team Lead/Manager

Time Management

Training/Teaching

monster

Area or Regional Manager

TheBranch Banking Area Manageris responsible for the overall profitability and goal achievement of a multi-branch community 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. Works 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.

YEAR

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div></div><p id="isPasted"><strong>Base Salary Range</strong></p><p id="isPasted">$100,884.00 - $126,105.00 - $151,326.00annual</p><p>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!</p><p>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. <em id="isPasted">*pro-rated from start date, and/or hours worked.</em></p><p><strong>Position Overview</strong></p><div>Heritage Bank currently has an exciting opportunity to join our organization! The<strong>Branch Banking Area Manager</strong>is responsible for the overall profitability and goal achievement of a multi-branch community 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 assigned branches through prospecting and relationship development as well as active community involvement.<br/><br/><p>This position's home base will be the NW Ave Branch in Bellingham, WA.</p><p><strong>The successful candidate:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Is responsible for overseeing and managing a retail branch and assigned multi – site branch community 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 is conducted in accordance with the Heritage Bank Service Standards.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Leads and manages 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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Proactively assists with small business development efforts within branch community. Become familiar with the top customers and actively participate in joint calls with branch staff or other sales staff.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Develops, implements and monitors the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability and effectiveness for branch and assigned banking community. May assist with the district’s annual budgeting process. Provide leadership in communicating the bank’s overall strategy.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Establishes effective working relationships with all assigned managers, developing and implementing individualized coaching and mentoring plans to ensure overall success with all business objectives.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Develops skills of team through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Actively leads and trains staff to ensure assigned branches consistently adhere to all regulatory compliance standards, internal operational and credit controls and follow 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 branches and support departments.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Conducts branch community sales meetings to drive results, increase team motivation and ensure compliance with rules and regulations. Actively participates in monthly and/or quarterly branch training and coaching meetings, within assigned branch community, to ensure consistent and effective communication amongst all branch personnel.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Resolves escalated customer questions and/or concerns in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Makes and approves policy and procedure exceptions within assigned limits. Reviews and authorizes transactions or decisions requiring a higher level of authority for approval within the branch community.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Serves on a variety of committees to consider or implement initiatives that support the branch network. Acts as liaison between branch management, senior management and other business units.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Works 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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Maintains a comprehensive knowledge of operational policies and procedures, thorough knowledge of branch operations and consumer and small business lending., and in-depth knowledge of all Bank’s products and services. Ensures successful implementation of marketing and promotional programs in the branch community.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Represents the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Monitors the physical appearance and condition of home branch and reports needed improvements to the Facilities Department.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li></ul><p><strong>Requirements:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">5+ years recent community banking and financial service industry experience in a management/leadership role, plus a minimum of 2 years successfully managing multiple retail branch locations - required.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Effective relationship management and business development skills to manage key commercial, small business and personal relationships - required</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance – preferred.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Equivalent combination of education, experience, and training may be considered.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Proven ability to provide professional, responsive customer service; with strong customer service delivery, sales, business development and relationship selling skills.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Strong leadership and managerial skills are required to manage, motivate, and develop teams, to include oversight and management of multiple branch locations managing significant deposit and customer base(s). Employee development, performance management, training and employee counseling skills required.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Ability to develop and manage income and expense budget(s).</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Proven and consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank’s products and services with confidence.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Unquestionable integrity in handling sensitive and confidential information required.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li></ul><p><strong>Working Environment/Conditions:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Climate controlled office environment.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Work requires regular attendance, punctuality and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, and/or extended hours, with availability to respond to after hours and weekend calls, as needed and/or assigned. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li></ul><p><strong>Physical Demands/Effort:</strong></p><ul><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.</li><li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs.</li></ul><p/><p style="text-align:center"><br/><strong>Heritage Bank is an Equal Opportunity Employer</strong></p><p/><p style="margin-left:0in"/><p/><p id="isPasted"><strong>Salary Range Disclaimer</strong></p><p>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.</p><p><br/></p><p id="isPasted">*mon2</p><p><br/></p><p><br/></p><p><br/></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Branch Banking Area Manager - Northwest Washington

Accounting

Business Loans

Community Banking

Community Programs

Cross-Selling

Customer Escalations

Establish Priorities

Expense Management

Expense Tracking

Finance

Loans

Maintain Compliance

Needs Assessment

Network Support

People Management

Retail Management

Sales Management

Sales Prospecting

Set Goals

Small Business

Customer Support Representative

Heritage Bank is seeking a Customer Support Specialist (Banking Call Center) at our Burlington Administrative Center in Burlington, WA.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. 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.

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div class="fr-view"><div><div><p id="isPasted"><strong>Base Salary Range:</strong></p><p><strong>Level I</strong>- $20.00 - $21.62- $24.84 per hour</p><p><strong>Level II</strong>- $22.00 - $22.70- $26.87 per hour</p><p><strong>Senior</strong>- $23.00 - $23.84- $28.61 per hour</p><div id="isPasted" style="line-height:1"><br/></div><div><div><p>Depending on qualifications and experience Customer Service Center Representative (Customer Support Specialist) I, II or Senior may be considered.</p><p>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. <em id="isPasted">*pro-rated from start date, and/or hours worked.</em></p><p><strong>Position Overview:</strong></p></div></div><p>Are you a and 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!</p><p>Heritage Bank is seeking a <strong>Customer Support Specialist (Banking Call Center)</strong> at our Burlington Administrative Center in <strong>Burlington, WA</strong>.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.</p><p>This position is Full Time; typical schedule is Monday – Friday8:00 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.</p><p><br/><strong>The successful candidate will be able to:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Provide exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Build and maintain strong relationships with all internal and external customers. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Work effectively with other branches and departments as necessary for customer inquiry/problem resolution. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Assesses customer and prospective customer needs, by telephone to meet their needs in a consistent and effective manner to build customer relationships. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li id="isPasted" style="font-family:'arial' , sans-serif;font-size:14px">Gains working knowledge of,and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations.</li><li style="font-family:'arial' , sans-serif;font-size:14px">Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Account maintenance for customer deposit accounts, including adjustments, researching, and file maintenance. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Contributes to the success of the Customer Service Center Department with willingness to share in all department responsibilities. </li></ul><p><strong>Requirements:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">High School Diploma or equivalent - required. Job-specific and/or ongoing participation in Bank sponsored education may be required. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )"><strong>Level I</strong>- 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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )"><strong>Level II -</strong> 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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )"><strong>Senior -</strong> 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.</li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and departments. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Ability to work effectively as a team contributor on all assignments. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Demonstrated ability to quickly focus on key issues and make decisions under pressure of time constraints. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Flexible with and accepting of change in a fast paced environment. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Unquestionable integrity in handling sensitive and confidential information required. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li></ul><p><strong>Working Environment/Conditions:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Climate controlled office environment. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li></ul><p><strong>Physical Demands/Effort:</strong></p><ul><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day while communicating with customers by phone. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. </li><li dir="auto" style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">Occasional lifting 15 - 20 lbs. (e.g., files, boxes, equipment) </li></ul><p/><p/><p style="text-align:center"><strong>Heritage Bank is an Equal Opportunity Employer</strong></p><p/><p><br/></p><p><br/><br/></p><p id="isPasted"><strong>Salary Range Disclaimer</strong></p><p>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.</p><p><br/></p><p>Keywords: #BankingCallCenter, #CustomerServiceRepresentative, #CustomerSupport, #BankingCustomerService #telephonebanker<br/><br/><br/><br/><br/><br/><br/></p><p/><p><br/></p><p><br/></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Customer Support Specialist (On-site Banking Call Center)

Billing

Call Center Software

Call Centers

Call Volume

Cisco Network Systems

Cross-Functional

Documentation

File Maintenance

Marketing

Online Customer Support

Operating Systems

Organizational Skills

Regulatory Requirements

Sales Promotions

Team Player

Telecommunications

Telephony Software

Training Program

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