Relationship Banking Assistant
Not Disclosed•Full-TimeOn-site
location_on517, West 27th Street, Carter Park, Vancouver, Clark County, Washington, 98660, United States
About Heritage Bank
Heritage Bank is dedicated to delivering exceptional customer service and fostering strong community relationships. We work hard to support our clients while ensuring our team members have the time to stay healthy, relax, and pursue what makes their hearts happy. Our culture values integrity, continuous self-development, and a cooperative spirit that drives both individual and team success.
About the Role
The Relationship Banking Assistant is a vital partner to our commercial banking teams in Vancouver, WA. This role exists to deliver an exceptional customer service experience to both new and existing clients, ensuring seamless onboarding and ongoing support for all products, services, and treasury management solutions. You will act as a bridge between operational efficiency and relationship expansion, actively recommending products and solutions that benefit our customers in accordance with Heritage Bank's Service Standards.
In this fully on-site position, you will balance routine paying and receiving duties with proactive sales and relationship activities. Your day will involve opening new accounts with strict adherence to compliance and regulatory requirements, performing "Know Your Customer" due diligence, and identifying potential fraudulent activities to minimize risk. Beyond transaction processing, you will support commercial partners with sales initiatives, participate in community marketing events, and help organize operational workflows to ensure the branch runs smoothly.
Depending on your qualifications and experience, you will be considered for either the Relationship Banking Assistant I or II level. This role offers the opportunity to grow within a supportive team environment where you can develop your sales, business development, and relationship management skills while contributing to the bank's image and growth in the community.
Work location
Work model: On-site
517, West 27th Street, Carter Park, Vancouver, Clark County, Washington, 98660, United States
Vancouver, Washington
Key Responsibilities
- check_circleOpen new accounts and complete documentation in compliance with bank guidelines and regulatory requirements
- check_circleRecommend products and solutions to customers in accordance with service standards
- check_circleMaintain working knowledge of bank products, services, and complex account ownership regulations
- check_circlePerform routine paying and receiving duties while balancing daily transactions according to standard procedures
- check_circleConduct Know Your Customer due diligence when processing transactions and responding to customer requests
- check_circleActively participate in marketing promotions and community activities to promote the bank's image
- check_circleIdentify potential fraudulent activities and escalate risks to management in a timely manner
- check_circleSupport commercial partners with sales activities and relationship expansion efforts
- check_circleProvide operational support by tracking client relationships and assembling required information
- check_circleAssist branch with organizing workflows, managing audits, compliance reporting, and transaction approvals
Requirements
- verifiedH.S. Diploma or equivalent
- verifiedAssociate's Degree in Business, Marketing, Sales, Finance or relevant discipline preferred
- verifiedLevel I: 1+ year recent experience in commercial and/or retail branch banking
- verifiedLevel II: 2+ years recent experience in commercial and/or retail branch banking
- verifiedProficient use of MS Office products (Word, Excel, Outlook)
- verifiedValid driver's license, proof of insurance, and access to reliable transportation
- verifiedNMLS registration under the terms of the SAFE Act of 2008 (contingent upon employment)
Nice to Have
Associate's Degree in Business, Marketing, Sales, Finance, or relevant discipline.
Benefits & Perks
check_circleMedical, dental, vision, and life insurance coveragecheck_circle401(k) retirement plancheck_circleCommunity volunteer time allowancecheck_circleMinimum of 10 paid vacation days annuallyEight hours of paid sick leave per month
Similar Job Opportunities
Skills, education and keywords
Skills: MS Office, Word, Excel, Outlook, Cash Handling, New Accounts Opening, Documentation, Relationship Management, Sales, Business Development.
Education: H.S. Diploma or equivalent required; Associate's Degree in Business, Marketing, Sales, Finance or relevant discipline preferred.
Frequently asked questions about Relationship Banking Assistant at Heritage Financial Credit Union
What does a Relationship Banking Assistant at Heritage Financial Credit Union do?expand_more
A Relationship Banking Assistant at Heritage Financial Credit Union is responsible for the following: Open new accounts and complete documentation in compliance with bank guidelines and regulatory requirements; Recommend products and solutions to customers in accordance with service standards; Maintain working knowledge of bank products, services, and complex account ownership regulations; and Perform routine paying and receiving duties while balancing daily transactions according to standard procedures.
What are the requirements for this Relationship Banking Assistant role?expand_more
To qualify for the Relationship Banking Assistant at Heritage Financial Credit Union position, applicants should have: H.S. Diploma or equivalent; Associate's Degree in Business, Marketing, Sales, Finance or relevant discipline preferred; Level I: 1+ year recent experience in commercial and/or retail branch banking; Level II: 2+ years recent experience in commercial and/or retail branch banking; Proficient use of MS Office products (Word, Excel, Outlook); and Valid driver's license, proof of insurance, and access to reliable transportation.
Where is the Relationship Banking Assistant role at Heritage Financial Credit Union located?expand_more
Relationship Banking Assistant at Heritage Financial Credit Union is based in 517, West 27th Street, Carter Park, Vancouver, Clark County, Washington, 98660, United States. This is a on-site role.
Is this Relationship Banking Assistant job remote, hybrid, or on-site?expand_more
Heritage Financial Credit Union has listed this Relationship Banking Assistant role as on-site.
How much experience is required for this Relationship Banking Assistant role?expand_more
Relationship Banking Assistant at Heritage Financial Credit Union typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Relationship Banking Assistant role at Heritage Financial Credit Union?expand_more
Key skills for Relationship Banking Assistant at Heritage Financial Credit Union include MS Office; Word; Excel; Outlook; Cash Handling; New Accounts Opening; Documentation; and Relationship Management.
What education is required for Relationship Banking Assistant at Heritage Financial Credit Union?expand_more
Educational requirements for this role: H.S. Diploma or equivalent required; and Associate's Degree in Business, Marketing, Sales, Finance or relevant discipline preferred.
What category does the Relationship Banking Assistant role belong to?expand_more
Relationship Banking Assistant at Heritage Financial Credit Union is part of the accounting & finance job category on Recrutus.