Area Manager - Branch Banking (South Kitsap) Heritage Bank
Area Manager - Branch Banking (South Kitsap)Bremerton, WA
- $100,884–$126,105 / year
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li style="font-family:'arial' , sans-serif;font-size:14px;color:rgb( 0 , 0 , 0 )">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.
p>Heritage Bank's Commercial Banking Center in Bellevue, WA is seeking an experienced commercial banking officer that will provide 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. 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.
Demonstrated success in leading high-impact IT-focused Mergers and Acquisitions projects with expertise in at least three of the following: systemintegration/separation, platform migration, IT architecture modernization,outsourcing of IT operations, or regulatory technology implementation; advancedprogram management skills, with the capacity to oversee large, complex projectsand deliver strategic insights to executive audiences; familiaritywith leveraging AI-powered platforms for due diligence, synergy analysis, andintegration/separation planning is a significant plus. Establish and manage program governance frameworks,ensuring rigorous oversight of execution across complex, multi-vendor paymentsenvironments; lead development of governance work products including statusreporting, risk management, and issue tracking; implement AI-powered tools forpredictive analytics on project timelines and risks and collaborate with seniorcross-functional teams to identify technology dependencies, risks, andopportunities across payments operations, product, risk, and compliancefunctions.
IMPACT YOU'LL MAKE:As a Director of Product Management on the Digital Banking team, you'll be responsible for defining the vision, strategy, and delivery of the product roadmap within one or more key products or capabilities within Digital Banking (which includes post-authentication experiences within mobile and desktop banking for both consumer and business banking). Cross-Functional Leadership:You'll partner closely with technology, design, analytics, operations, and business stakeholders to identify opportunities, close gaps, and implement strategies that improve digital experiences and ways of working.
We provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills.
Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
The Federal WayBranch 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. 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.
Facilitate user story development from strategy and business requirements, create user stories, document acceptance criteria, approve user stories for the delivery team,and accept completed stories and features. As part of the Digital Banking team, you will play a key role in executing an ongoing transformation of our digital platforms to modernize our capabilities, continuously improve member experiences, and accelerate innovation.
Job SummaryThe Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio.
Frequent travel is required; Willingness and flexibility to travel to other branch and customer business locations, as needed; 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. 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.
8+ years of recent and progressively responsible commercial banking experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of business development, credit underwriting, loan structuring, credit and credit quality and commercial real estate and C&I lending practices, which includes a minimum of 2 – 3 years recent experience in a supervisory / leadership role successfully managing a team of bankers and support staff required. 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.
Heritage Bank's Commercial Banking Center in Bellevue, WA is seeking an experienced commercial banking officer that will provide 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. 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 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. 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.
Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director. Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.
Strengthen Partner Ecosystems: Build and maintain relationships with key business partners across services like payroll, merchant services, treasury management, and investments-ensuring strong service delivery and collaboration. Manage and Optimize the Portfolio: Build and oversee a business banking portfolio that delivers strong returns to members while maintaining operational excellence, policy adherence, and a seamless member experience.
The Canyon RdBranch 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. 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.
The Poulsbo Branch is seeking a bank teller - float to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts. 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.
Our Allenmore Branch, in Tacoma, WAis seeking a temporary bank teller (June 2026 to Sept 2026) to help customers meet their financial goals by providing exceptional customer service while handling routine financial transactions. 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.
Provides daily deposit services such as handling deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, and other related matters. Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.
Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Promote and explain Association products and services such as checking and savings accounts, loans, IRAs, certificates of deposit, safe deposit boxes, bank checks and money orders. Receive checks and cash deposits to accounts, verify amounts, examine checks for proper endorsement, and enter deposits to customers' accounts.
Promote and explain Association products and services such as checking and savings accounts, loans, IRAs, certificates of deposit, safe deposit boxes, bank checks and money orders. Receive checks and cash deposits to accounts, verify amounts, examine checks for proper endorsement, and enter deposits to customers' accounts.
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.
Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews.
6 months of customer service call center experience; or 6 months of customer service experience in insurance, retail, banking, hospital, medical office or similar industry with extensive customer contact; or equivalent combination of education and experience. As the face of Cambia, our CSPs play multiple roles - listener, problem-solver, investigator and advocate - all in service of making our members' health journeys easier and days brighter.
li>Continuously learns to expand one's knowledge of features and benefits of deposit, loan, TMS, and Digital Banking products and services; to become a trusted advisor and subject matter expert whom customers can depend on.
p>Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. What youll do: As an AVP, Portfolio Manager - Technology Banking, youll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Banks lending policies and procedures.
li>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee.
li>Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
li>Serve as a trusted advisor to business members by identifying financial needs and recommending appropriate commercial banking solutions, including loans, lines of credit, deposit products, treasury management services, and business credit cards. This is an ideal role for an experienced business banker, relationship manager, or commercial lending professional who enjoys building strong partnerships, developing new business opportunities, and making a visible impact within a collaborative credit union culture.
Join Allied Universal as an armed patrol officer at a leading financial institution location, where you will monitor and patrol assigned areas, maintain a visible presence to help to deter security-related incidents, and deliver exceptional customer service and communication. What You'll Do:
p>As a central partner to both front office teams and internal partners, the Ascent Banking Associate serves as a project manager for complex service requests-providing timely follow‑up, proactive communication, and seamless coordination across functional areas. This position ensures an elevated client experience by managing daily banking operations, resolving service‑related issues, and coordinating multi‑step banking support processes that may span several days or weeks.
KEY FUNCTIONS: Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director.
p style="margin:0px">KEY FUNCTIONS:
p>What you'll need: • Bachelor's degree or higher, ideally in a technical, finance, or quantitative field • 10+ years of product management experience, with significant time in platform and B2B roles • Experience building and growing teams of product managers • Strong cross-functional collaboration and influence skills • Excellent written and verbal communication skills, with the ability to simplify technical complexity for diverse stakeholders • Experience presenting to C-level leadership • Direct experience building commercial/business banking or payments products • Deep knowledge of Wires and ACH systems and operations • Experience launching regulated financial products at scale from within a Bank • Entrepreneurial mindset, with proven track record leading ambiguous, cross-team 01 initiatives independently • Strong technical fluency with APIs, ledgers, and payments architectures. What you'll do: • Define the multi-year product vision and roadmap for Commercial Banking • Own and deliver client-facing experiences and APIs and end-to-end platform: business accounts, payments rails (Wires, ACH, FedNow), treasury capabilities, and APIs • Lead 01 product development from discovery through launch and scale • Manage and grow a product team to drive roadmap and delivery as business scales • Partner cross-functionally with Business, Engineering, Risk, Compliance, Treasury, Finance, Sales and Operations teams to bring product roadmap to life • Translate regulatory and operational constraints into elegant product solutions • Drive measurable outcomes: adoption, volume, reliability, cost efficiency, and risk performance • Influence company strategy and mentor other PMs as a subject-matter expert in commercial banking.
p>As financial services customer journeys evolve beyond traditional websites and apps toward AI-mediated discovery, conversational interfaces, and intelligent agents, banks must modernize their platforms, product data, content ecosystems, and integration architectures. This Senior Manager will play a critical role in helping clients operationalize these changes by leading key workstreams across platform architecture, digital discoverability, content ecosystems, and AI-ready data infrastructure.
You will work across strategy, digital experience, content, platform integration, and data teams to help clients improve how their financial products show up across search, AI interfaces, and partner ecosystems, while ensuring readiness for agent-mediated interactions. As banking journeys evolve beyond traditional digital channels, organizations must rethink how their products, content, platforms, and data are structured to operate within AI-driven and ecosystem-based environments.
The Federal Way 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. 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.
Were building the infrastructure that lets large institutional clients in crypto, fintech, and enterprise finance manage their money at SoFi - real-time payments, multi-account treasury management, and a closed-loop settlement network that operates 24/7/365. Build enterprise-grade identity, RBAC, and maker/checker approval systems that support complex organizational structures (CFOs, treasury managers, analysts, auditors - each with scoped account access, per-rail permissions, and configurable payment limits).
1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm. Develop a comprehensive understanding of client/prospect needs based on the review and analysis of personal and business financial data gathered through relationship reviews and/or prospect meetings with the intent to deliver value added financial services.
p>Travel Time: Frequent travel is required; Willingness and flexibility to travel to other branch and customer business locations, as needed; 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.
p>Establish strong operating rhythms for planning, prioritization, and cross-functional alignment Deliver measurable business impact Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency. As Director of Product Management, Banking + AP, you will define and drive the strategy for one of Brexs most critical domains: the Operating Account platform - the combination of Banking and Accounts Payable that makes Brex the place customers run payments from day one.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
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