Branch Services Officer

Heritage Bank has an exciting opportunity to join our organization!

At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Branch Services Officer at our Longview
branch in Longview, Washington.

The branch services officer is responsible for the overall profitability, operational soundness, and goal achievement of the assigned branch by meeting operational objectives, directing and executing sales and business development activities, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values.

$30.12 - $37.64 - $45.18 hourly

• Leads and oversees a retail branch to achieve or surpass production goals for deposits, fee income, loans, and other targets, while ensuring excellent customer service aligned with Heritage Bank's Service standards.
• Ensures timely and accurate audits, compliance, and reporting, addresses related issues promptly, and serves as a liaison between the branch and support departments
• Organizes and directs operational workflows to minimize risk and ensure efficient, effective procedures, practices, staff composition, and scheduling.
• Addresses and resolves customer inquiries promptly to maintain strong branch service performance and manage risk, while making and approving exceptions within set limits.
• Maintains comprehensive knowledge of operational policies and procedures to actively lead and train staff to consistently adhere to all regulatory compliance standards, internal operational and credit controls, and all operating policies and procedures.
• Maintains deep knowledge of bank products, leads marketing efforts, and oversees the rollout of new products and services.
• Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.
• Leads branch sales by coaching and training staff on relationship selling strategies to grow and maintain customer relationships, and encourages cross-selling and referrals through strong collaboration with all business lines.
• Develops, implements, monitors, and communicates annual and quarterly business plans, to include sales goals, income, and expense strategies to ensure maximum profitability for the branch.
• Partners with Branch Banking Management and Human Resources to manage staffing decisions and personnel actions, ensuring compliance with legal and bank policies.
• Assists as back up for CSA and FSA positions, as needed.
• Represents the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events.
• Monitors the physical appearance and condition of the branch and report needed improvements to the Facilities Department.
• Maintains 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.
• 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.

• 4+ years’ recent experience in banking branch sales, service, and operations, to include a minimum of 2 years in a supervisory role, demonstrating effective relationship management, business development, and operational skills and demonstrated success in leading, coaching, and motivating a team, within a financial services industry – 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.
• 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 branch banking 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…