New Accounts Representative
$41,600–$49,587 year
On-siteSequim, Washington, United States
Job Summary
Open new accounts in accordance with compliance and verification procedures, actively cross-sell bank products, and build strong business relationships with customers. Process deposits, verify amounts and endorsements, issue receipts, and place holds on accounts as required. Maintain confidentiality, ensure regulatory compliance, and partner with other lines of business to meet production goals. Develop in-depth knowledge of current bank products and services while participating in branch functions and community activities. Full-time onsite role in Sequim, WA, Monday through Friday with flexibility for training or absences.
Required Qualifications
- 1+ years recent new accounts and relationship selling experience
- demonstrating working knowledge of new account documentation and compliance in a financial services industry
- 2+ years' recent new accounts and relationship selling experience
- demonstrating working knowledge of new account documentation and compliance in a financial services industry
- In-depth working knowledge of related statutory banking and compliance regulations
- operational policies and procedures
- the Bank's products and services
- Detail oriented
- strong organizational skills
- problem solving skills
- time management skills
- Ability to read, write, speak and understand English well
- Excellent written and oral communication skills
- Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA
- ability to learn and adapt to new technologies quickly
- 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
- access to reliable transportation
- ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training
- Ability to operate a computer keyboard
- multi-line telephone
- photocopier
- scanner
- facsimile
- fine count cash
- operate a cash counter
- 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.
- files and/or boxes 5-10 lbs.
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