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 Northwest Ave/ Bellingham branch in Bellingham, Washington. 

Overview:

The branch services officer is responsible for the overall profitability, operational soundness, and goal achievement of 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. 

Base Salary Range 

$25.47 - $31.83 - $38.20 hourly

The role at a Glance: 

• 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.

Core Skills and Qualifications:

• 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 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. 
• Valid driver’s license, proof of insurance and reliable transportation, as regular travel may be required.  

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 willingness to work a flexible and/or rotating schedule. May be required to work Saturday’s and or extended hours, as needed. 
• May be exposed to potential risk and hazard - receives detailed instruction to minimize risk.  

Physical Demands/Effort: 

• 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. 
• Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. 
• Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. 

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.

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 Heritage Bank’s 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 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:920 West Bakerview RD##

##City:Bellingham##

##State:WA##

##ZipCode:98226##

##Internal:false##