New Accounts Representative

At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Tacoma Mall Blvd. Branchis 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 through Thursday 8:30 a.m. to 5:15 p.m. (Wednesdays 8:00 a.m. start time) and Friday 8:30 a.m. to 5:45 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.Base Salary Range:Level I - $20.00 - $23.84 - $28.61 per hourLevel II -$20.50 - $25.62 - $30.75 per hourDepending on qualifications and experience, New Accounts Representative I or II may be considered.The Role at a Glance:Proactively builds and maintains relationships with new and existing customers through in-branch and outbound sales efforts. Provides exceptional customer service to internal and external customers.Opens new accounts - consumer and small business.Collaborates with all lines of business to actively explain, promote, recommend, and refer bank products and services.Actively participates in and supports branch marketing and sales promotions.Maintains confidentiality when handling customer requests and transactions.Comply with all policies, procedures, security, and regulatory requirements.Provides backup support for teller and operational functions as needed and may supervise team in the absence of management as assigned.Ideal 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 Banks products and services. Detail oriented with strong organizational, problem solving and time management skillsAbility to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not requiredUnderstanding 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 drivers 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 youll 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. 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 EmployerSalary Range DisclaimerThe base salary range represents Heritage Banks 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 Banks 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. monKey words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experiencePDN-9f4e1c4a-d6e7-462d-8464-7171ed10ab09

Created: 2025-07-15