Relationship Banking Assistant

Heritage Bank has an exciting opportunity to join our organization!

We are seeking a Relationship Banking Assistant to support our Portland, OR team! The relationship banking assistant works in partnership with commercial banking teams to deliver an exceptional customer service experience to new and existing customers. Provides a high level of service and onboarding support for all products, services and treasury management services, and opens new accounts in compliance with all regulatory requirements.

Actively recommends products, services and solutions for the benefit of the customer, in accordance with Heritage Banks' Service Standards.

Depending on qualifications and experience Relationship Banking Assistant I or II may be considered.

This position is fully on site in Portland, OR.

Level I - $23.69 - $29.61 - $35.54 per hour

Level II - $25.47 - $31.83 - $38.20 per hour

• Performs routine paying and receiving duties and balances daily work in accordance with established Standard Operating Procedures and assigned Authority Limits. Minimizes risk by identifying any potential fraudulent activities or transactions and escalates to management in a timely manner.
• Performs required “Know Your Customer” due diligence when processing transactions and responding to customer requests.
• Supports commercial partners with sales and relationship expansion activities. Provides operational support, client relationship tracking, processes paperwork, and assembles and summarizes information, as requested and/or required. Gains understanding of workflow demands with proper use of internal technology.
• Opens new accounts and completes account documentation in accordance with Bank guidelines, all account opening compliance requirements, and account ownership verification procedures.
• Assists branch with organizing operational workflows, balancing daily transactions, certifications/audits, compliance, reporting and approving transactions, and completing all assignments in a timely manner.
• Gains and maintains working knowledge of all bank products and services, banking rules and regulations to include complex account ownerships.
• Actively participates in commercial team’s marketing and sales promotions; participate in market functions and community activities to promote the Bank’s image and growth.
• Actively contributes to the success of the team through individual goal attainment, self-development and completing all requests and assignments in a timely manner.

• H.S. Diploma or equivalent required. Associate's Degree Business, Marketing, Sales, Finance or relevant discipline preferred.
• Level I -1+ year recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening and documentation, relationship management and sales skills, in a financial services industry required.
• 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.
• Equivalent combination of education, experience and training may be considered.
• Demonstrated ability to provide an exceptional level of quality service for internal/external customers; responds to customers' needs, questions, and concerns in an accurate, effective, and timely manner.
• Ability to work effectively as a team contributor to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers.
• Effective listening, verbal, written and telephone etiquette business communication skills to clearly present outstanding/follow up issues over the phone, via email, and in person in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
• Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Bank’s products and services.
• Ability to gain understanding of and apply…