Job detail

Commercial Client Services Associate

Bellevue, WA


The Commercial Client Services Associate position is a multi-functional support role that includes opening complex new commercial accounts and cross selling accounts and services, while providing service and sales support to the commercial banking teams, to deliver an exceptional customer service experience, to new and existing customers in accordance with the Heritage Bank Service Standards.           

The successful candidate will be able to:  

Open accounts in accordance with all account opening compliance requirements and account ownership verification procedures. Minimize risk by identifying any potential fraudulent transactions. Complete account documentation according to Bank guidelines.     

  • Service and expand relationships with existing customers and proactively build relationships with new customers, through in-branch and phone calling efforts. Execute consistent sales and follow up standards as outlined in The Heritage Experience and maintain an organized system for service requests, sales and referral tracking.           
  • Assist commercial banking team with operational and transactional support, client relationship tracking, processing paperwork, and assembling and summarizing information, as requested and/or required.          
  • Share in branch responsibilities and may assist with organizing operational workflows, balancing daily transactions, certifications/audits, compliance, reporting and approving transactions, within assigned limits, and completing all assignments in a timely manner.          
  • Maintain an in-depth knowledge of all bank products and services, and banking rules and regulations including complex account ownerships. Comply with all policies, procedures, security, and regulatory requirements.          
  • Actively participate in branch marketing and sales promotions; participate in branch functions and community activities to promote the Bank’s image and growth.          
  • Actively contribute to the success of the team through individual goal attainment, self-development and completing all requests and assignments in a timely manner.     
  • Perform routine paying and receiving duties. Accept deposits, cash checks, and process withdrawals, transfers and issue negotiable instruments according to established Standard Operating Procedures, (SOP), and in accordance with assigned Authority Limits. Balance daily work within standards and minimize risk by identifying any potential fraudulent transactions and refer questionable transactions to supervisor in a timely manner.                


  • High School Diploma or equivalent – required. Associates degree or higher in Business, Marketing, Sales, Finance or relevant discipline – preferred.         
  • 3 years’ recent experience in commercial/retail banking, branch operations, sales and new accounts to include relationship management and business development skills – required.          
  • Successful completion of the Talking Business with Small Business Course.         
  • Current working knowledge of consumer lending and small business lending programs - preferred.
    Equivalent combination of education, training and experience 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.         
  • 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.         
  • Highly 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.         
  • Thoroughly understands and applies principles, procedures, compliance requirements, federal/state regulations, and policies related to assigned area, as well as the Bank’s policies, procedures, products, and services.         
  • Demonstrated and consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank’s products and services with confidence.          
  • Thorough understanding of debit/credit relationships and negotiable instruments; math skills to locate routine and non-routine mathematical / cash errors, to accurately process and adhere to customer instructions.          
  • Detail oriented with strong organizational, problem solving and time management skills; with the ability to manage multiple assignments and goals, ensuring that priorities are set and commitments and deadlines are met, with minimal supervision.          
  • Ability to work effectively as a team contributor on all assignments as well as the ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and departments.          
  • Unquestionable integrity in handling sensitive and confidential information required.          
  • Proficient use and understanding of MS Office products (Word, Excel, Outlook), strong understanding and working knowledge of the Bank’s core processing/operating system; with the ability to learn and adapt to new technologies quickly.          
  • This position requires 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.          
  • 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.                   


Working Environment/Conditions:   

  • Climate controlled office environment.         
  • Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule.          
  • May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - 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, facsimile, fine count cash and operate a cash counter 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 or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.                   


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.    


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