BRANCH RELATIONSHIP OFFICER
Company: Heritage Bank
Location: Bellevue
Posted on: October 11, 2024
Job Description:
Base Salary Range:
$72,180.00 - $90,230.00 - $108,270.00 annual
At Heritage Bank, we work hard, but 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, you'll 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. *pro-rated from start date
and/or hours worked. To view Benefits Summary: Apply > Current
Openings > position > attachment.
Position Overview
Heritage Bank has an exciting opportunity for a branch relationship
officer at our Bellevue Commercial Banking Center! The branch
relationship officer is responsible for the profitability,
production goal achievement, and customer service and operational
excellence of assigned branch by executing sales and business
development activities, proactively partnering with the commercial
team to support both new and existing deposit relationships,
meeting operational objectives, managing employee development and
engagement through coaching and performance management. This
position also supports and participates in community involvement
efforts and events.
Depending on location, this position is relied upon to manage a
customer base with complex business and banking needs.
The successful candidate will be able to:
- Co-leads and supports the sales and service activities in the
banking center to ensure that established production goals for
deposits, fee income, loan production, and other goals are met.
Organizes and directs operational workflow to minimize risk and
ensure efficient, effective procedures, practices, staff
composition and scheduling.
- Proactively develops, grows, and retains deposit and loan
relationships, both independently and in partnership with
commercial relationship managers. Responsible for small business
and consumer loan activity. Actively supports business partners
with the successful onboarding and ongoing servicing of deposit
relationships. Works with staff to proactively meet customer needs
in a responsive, efficient manner, across department lines.
- Develops skills of staff through goal-setting, coaching,
problem resolution, delegation, training, counseling, and
performance management to include the development of sales and
service skills as well as the achievement of business goals.
- Supports commercial partners with sales and relationship
expansion activities. Actively refers commercial loans. Provides
operational support, onboarding support, client relationship
tracking, processing paperwork, and assembling and summarizing
information, as requested and/or required. Leads, participates, and
demonstrates mastery of, work flow demands with proper use of
internal technology.
- Responsible for the accurate and timely completion of
certifications, compliance, and reporting requirements. Ensures
audit, security, and compliance issues and/or concerns are
addressed and resolved in a timely manner. Monitors location
security and ensures satisfactory appearance and condition of the
banking center.
- Actively leads and trains staff to ensure branch consistently
adheres to all regulatory compliance standards, internal
operational and credit controls and follows all operating policies
and procedures.
- Develops and maintains professional working relationships with
all line of business partners to gain and deepen relationships and
meet banking center goals and objectives.
- Actively participates in commercial team's marketing and sales
promotions; participates in market functions and community
activities to promote the Bank's image and growth. Represents the
Bank in the local community through event attendance, volunteerism,
nonprofit board and committee work.
- Ensures the customer experience is conducted in accordance with
Heritage Bank Service Standards. Maintains an in-depth knowledge of
the Bank's products and services. Leads the successful
implementation of marketing and promotional programs in the banking
center and rolling out new products, services, and programs.
- Works collaboratively with management and Human Resources to
recommend staffing levels and approve personnel actions such as
hiring, terminations, promotions, transfers, timely performance
reviews and salary increases, in accordance with legal and
acceptable Bank personnel practices.
- Maintains proficient knowledge of, and ensures 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. Requirements:
- High School diploma or equivalent - required. Associates degree
or higher in Business, Accounting and/or Finance - preferred.
- 4+ years' recent experience in branch banking operations, sales
and service, effectively managing a deposit and customer base, to
include a minimum of 2 years in a supervisory / management role,
demonstrating effective operational, relationship management and
business development skills and demonstrated success in leading,
coaching, and motivating a team required.
- Thorough working knowledge of consumer lending and all consumer
and commercial deposit products and services- required.
- Thorough working knowledge of small business lending and
Treasury Management products and services - preferred.
- Equivalent combination of education, training, and experience
may be considered.
- Proven ability to provide professional, responsive customer
service; with strong customer service delivery, sales, business
development and relationship selling skills.
- Strong listening, verbal, written, and telephone etiquette
business communication skills, including effective questioning
strategies and presentation skills; with the ability to read,
write, speak, and understand English well.
- Demonstrated ability to train employees in customer service,
sales, operations, compliance and product knowledge.
- 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.
- Proven ability to develop and maintain open, professional,
positive and productive relationships; demonstrate cooperative
behavior with management, business partners, customers and
co-workers, and work effectively as a team member.
- Advanced knowledge of all branch job functions,
paying/receiving, operations, branch certifications and in-depth
working knowledge of all retail banking products and services,
consumer and small business lending, account and legal
documentation.
- Strong understanding of debit/credit relationships and
negotiable instruments; math skills to calculate interest, balance
accounts and locate routine and non-routine mathematical
errors.
- 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 assignments, goals, reporting
requests and staffing schedules, ensuring priorities are set and
commitments and deadlines are met, with minimal direction and
supervision.
- Unquestionable integrity in handling sensitive and confidential
information required.
- Proficient PC experience using MS Office products (Word, Excel,
Outlook) and working knowledge of financial services industry core
processing and automated banking systems, i.e., Fiserv or
equivalent, with the ability to learn and adapt to new technologies
quickly.
- This 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. Working Environment/Conditions:
- Climate controlled office environment.
- Work involves being able to concentrate on the matter at hand,
under sometimes distracting work conditions and frequent
interruptions during the day.
- Work requires regular attendance, punctuality and adherence to
agreed-upon schedule with willingness to work a flexible and/or
rotating schedule and or extended hours, and assist at other
locations or remotely, as needed.
- May be exposed to potential risk and hazard - 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 and facsimile 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 and/or push cart to
transport money and coin, 25-50 lbs.
Travel Time:
May travel for business development and customer meetings;
willingness to travel to other branch locations when needed; valid
driver's 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.
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 Employer
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, age, protected veteran status,
disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for
information regarding these rights.
If you need assistance completing the online application, please
email: HBRecruiting@HeritageBankNW.com
Salary Range Disclaimer
The base salary range represents the min, mid and max of Heritage
Bank's salary range for this 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 Bank's 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.
##JobCategory:Retail Banking##
##Street:10500 NE 8th St. Ste 1500##
##City:Bellevue##
##State:WA##
##ZipCode:98004##
##Internal:false##
*mon
Keywords: Heritage Bank, Lakewood , BRANCH RELATIONSHIP OFFICER, Accounting, Auditing , Bellevue, Washington
Didn't find what you're looking for? Search again!
Loading more jobs...