Qureos Mentor

Heritage Bank NW

<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div>Heritage Bank currently has an exciting opportunity to join our organization!
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At Heritage Bank we are committed to delivering exceptional financial services to our customers. The <b>Mill Creek </b><b>Branch </b>is seeking a <b>n </b><b>ew accounts representative </b>to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.
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This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. and Friday 8:30 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.
</div><br>
This position is fully onsite in Mill Creek, WA.
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<b>Base Salary Range:<br>
</b><p></p><br>
<p><b>Level I - </b>$20.00 - $23.84 - $28.61 per hour
</p><p><b>Level II - </b>$ 20.50 - $25.62 - $30.75 per hour
</p><p>Depending on qualifications and experience, New Accounts Representative I or II may be considered.<br>
 </p><div><br>
<p><b>The Role at a Glance:
</b></p><ul><li>Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
</li><li>Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
</li><li>Partner with other lines of business to meet customer needs and to achieve established production goals.
</li><li>Develop and maintain an in-depth knowledge of current Bank products and services.
</li><li>Maintain confidentiality when handling customer requests and transactions.
</li><li>Ensure compliance with applicable regulatory requirements and internal policies and procedures.
</li><li>Participate in branch functions and community activities to promote the Bank&rsquo;s image and growth.
</li><li>Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
</li><li>Place holds on accounts as required and completes appropriate documentation for holds placed.
</li></ul><p><b>Core Skills and Qualifications:
</b></p><ul><li><b>Level I: </b>1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
</li><li><b>Level II: </b>2+ years&rsquo; recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
</li><li>In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
</li><li>Detail oriented with strong organizational, problem solving and time management skills
</li><li>Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
</li><li>Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
</li><li>The 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.
</li><li>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 and attend required training.
</li></ul><p><b>Working Environment/Conditions:
</b></p><ul><li>Climate controlled office environment.
</li><li>Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
</li><li>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.
</li></ul><p><b>Physical Demands/Effort:
</b></p><ul><li>Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
</li><li>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.
</li><li>Ability to stand or sit for extended periods of time and duration of shift.
</li><li>Ability to occasionally kneel, reach, bend, push, pull and carry.
</li>Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.<br>
<li>
</li></ul><p></p><p>At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
</p><p>As part of our team you&rsquo;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. <i>*pro-rated from start date, and/or hours worked. </i><b><i>To view Benefits Summary </i></b><i>: Apply &gt; Current Openings &gt; position &gt; attachment.
</i></p><p>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.
</p><p><b>Heritage Bank is an Equal Opportunity Employer
</b></p><p>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.
</p><p><i>Job applicants have certain legal rights. Please click </i><i>here </i><i>for information regarding these rights.
</i></p><p>If you need assistance completing the online application, please email: HBRecruiting@HeritageBankNW.com
</p><p><b>Salary Range Disclaimer
</b></p><p>The base salary range represents Heritage Bank&rsquo;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&rsquo;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.<br>
</p><p></p><p>##JobCategory:Retail Banking##
</p><p>##Street:1504 13nd Street SE##
</p><p>##City:Mill Creek##
</p><p>##State:WA##
</p><p>##ZipCode:98012##
</p><p>##Internal:false##<br>
</p><p></p><br>
<p>Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p>

New Accounts Representative

<div></div><div><div><p>Heritage Bank has an exciting opportunity to join our organization!
</p><p>We are seeking a Chief Information Officer to join our team.
</p><p>The Chief Information Officer (CIO) is responsible for architecting the Bank's technical vision, creating the technical direction and governance of the Bank's technology, systems, IT services and technical environments to support the Bank's business strategy. The CIO directs the development and integration of new and existing technology for optimum employee and customer experience, operational performance, and to achieve the Bank's revenue targets. As a key decision-making and member of the Heritage Bank executive leadership team, the CIO establishes technology standards and communicates technical information to the organization and builds effective relationships with their employees, senior and executive management, and the Board of Directors to ensure the technical vision and strategy accelerate the Bank's direction.
</p><p>This position is Full Time; typical schedule is Monday &ndash; Friday 8:00 a.m. to 5:00 p.m.
</p><p>This position is fully onsite. Preferred geographical location is Tacoma, WA. Alternate locations in Bellevue or Seattle, WA may be considered.
</p><p><b>Base Salary Range:
</b></p><p>$295,000.000 - $350,000.00 annual
</p><p><b>Role at a Glance:
</b></p><div><div><div><div><div><div><div><ul><li>Directs strategic short- and long-term planning for all IT/IS functions. Leads technology infrastructure, development, operations, and design.
</li><li>Creates policies and manages the information technology platforms to ensure the appropriate framework of systems, applications, and operations are in place to support both the current and future organizational needs.
</li><li>Designs, communicates and recommends the appropriate technology infrastructure and internally developed solutions to support the policies and directives issued by the executive leadership team and Board of Directors. Participates in the recommendation of new processes, applications, technologies and integrated solutions to enhance and expedite the Bank&rsquo;s business strategy.
</li><li>Oversees all changes into the bank&rsquo;s integrated systems and architecture.
</li><li>Leads collaboration with cross-functional teams to design and develop proposed solutions, maintains multi-year technology roadmaps and sun-setting plans for existing systems; monitors new services, products and emerging digital technologies for adoption into the Bank's environment.
</li><li>Develops and drives the Bank&rsquo;s data strategy model to optimize the handling of data through electronic processes and storage to maintain integrity of data for business analytics and decision processes.
</li><li>Maintains the IT project portfolio and priorities in alignment with the Bank&rsquo;s goals; ensures technical projects deliver solutions to support business process changes and product/service rollouts; maintains a release management plan to ensure systems and technology changes are planned, coordinated and minimally impact Bank operations.
</li><li>Develops and coordinates the annual budget and business plan with responsibility for ensuring cost effective and accurate delivery of technology and systems solutions to support the Bank&rsquo;s diversified businesses within budgetary allocations. Reviews, analyzes, and prepares presentations on key operational metrics and business indicators.
</li><li>Engages and builds strategic relationships with key technical vendors and research partner organizations to broaden understanding of the market and technology direction.
</li><li>Acts at all times in the best interests of the organization to introduce, update and maintain audit and other technical controls in the back office, systems and technology operations to minimize risks and ensure compliance with all federal agency and banking rules and regulations governing the industry and its products. Works closely with compliance and risk to ensure all operations are in accordance with all applicable regulatory rules and regulations.
</li><li>Acts as a key liaison with governmental agencies and auditors during FDIC and other related audits. Implements audit recommendations and continuously sponsor and act as a role model to adopt controls to ensure compliance and minimize losses for the company.
</li><li>Directs the development and execution of a Bank-wide cybersecurity program that protects the confidentiality, integrity and availability of the Bank&rsquo;s information and systems meeting federal, state and industry regulations, compliance, and Bank expectations.
</li><li>Develops and implements the technology disaster preparedness policy and recovery plans to ensure data and systems are available to support business continuity strategies. Oversees compliance of the Bank's IT resources with relevant standards and appropriate best practices.
</li><li>Provides direct reports with proper tools and authority to execute their assigned functions. Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.
</li><li>Works collaboratively with 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.
</li></ul><p><b>Requirements:
</b></p><ul><li>Bachelor's Degree in Information Technology, Computer Science or Systems Engineering required. Master's Degree in Management Information Systems, Finance and Banking, Finance or Business Administration preferred.
</li><li>10 to 15 years recent and progressive leadership experience across multiple technology disciplines, with specific emphasis in driving transformation, growth and results developing and executing a vision for a company&rsquo;s technical direction, which includes a minimum of 5+ years in an executive leadership role as CIO, CTO, or equivalent senior technology executive within a multi-state large bank (10B+ assets) or publicly traded, regulated financial institution required.
</li><li>Proven track record leading digital transformation initiatives and driving technology innovation, with the ability align technology with the Bank&rsquo;s business and strategic goals and objectives required.
</li><li>Equivalent combination of education, certifications and/or relevant executive level work experience may be considered.
</li><li>Provides an exceptional level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner.
</li><li>Demonstrated ability to effectively interact with and influence all levels of management while building and maintaining strong working relationships with affiliate personnel, senior and executive management, Board of Directors, and regulators.
</li><li>Experience building scalable application architectures with firsthand knowledge and proficiency in application software development methodologies, data management policies and practices, on-prem and cloud services and solutions, cyber security best practices, identity access management implementations, infrastructure technologies and digital banking solutions.
</li><li>Highly developed interpersonal and written/verbal communication skills, including effective questioning
<br>
strategies, negotiation and presentation skills to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
</li><li>Advanced leadership and managerial skills are required to manage, motivate, and develop teams, to include oversight and management of employees in remote locations, to ensure transparency. Employee development, performance management, training and employee counseling skills required.
</li><li>Demonstrated ability to ensure the development of a high-performing group by leading, inspiring and coaching a team of high caliber managers and professionals and facilitates cooperation and motivates team members to accomplish individual and group goals.
</li><li>Ability to ensure that major technology initiatives are supported by architecture discipline, implementation readiness, testing rigor, support ownership, and operational handoff.
</li><li>Strong working knowledge of the three lines of defense model, and regulatory and control environments applicable to banking technology, including governance, operational resiliency, auditability, control execution, and management accountability.
</li><li>Demonstrated understanding of how technology supports compliance with applicable expectations related to bank operations, information security, business continuity, third-party oversight, data handling, record retention, change management, and internal controls.
</li><li>Demonstrated technical leadership of complex, secure, high-volume, and highly available service delivery and processing environments.
</li><li>Advanced knowledge and experience designing large scale, high performance, and competitive-advantage systems, managing multiple levels of data through business logic to drive optimal performance and high customer engagement.
</li><li>Experience with cloud computing, data analytics, SaaS solutions and other emerging technologies like blockchain, machine learning (ML) and artificial intelligence (AI).
</li><li>Proven track record of cybersecurity oversight and program development; Up-to-date with the current (and future) levels of IT security, threats, vulnerabilities that could impact the Bank&rsquo;s digital and financial assets.
</li><li>Strong understanding of IT infrastructure, applications, cybersecurity, data management and data protection practices.
</li><li>Strategic in approach to decision-making with proven ability to analyze information, develop strategies and deliver results.
</li><li>Experience shaping strategic objectives for a large bank at the executive management level that are translated into tactical business plans with mechanisms for key measurements to monitor progress.
</li><li>Demonstrated ability to develop and manage income and expense budget(s).
</li><li>Experience in M&amp;A with a proven track record of multiple and successful integrations.
</li><li>Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area(s) of oversight.
</li><li>Unquestionable integrity in handling sensitive and confidential information required.
</li><li>Proficient and advanced use and understanding MS Office products (Word, Excel, Outlook) with the ability to adapt to new products and technologies quickly. Experience in core banking solutions, mobile and online digital banking, and Federal/State and Industry Technology Compliance for Banking/Financial Services &ndash; required.
</li></ul><p><b>Working Environment/Conditions:
</b></p><ul><li>Climate controlled office environment.
</li><li>Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and/or customer contacts and interruptions during the day.
</li></ul><p><b>Physical Demands/Effort:
</b></p><ul><li>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.
</li><li>Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials and/or conduct site visits/property inspections.
</li><li>Occasional lifting and/or moving up to 10 lbs (files, boxes, etc.).
</li></ul><p><b>Travel Time: </b>Regular travel to bank and other locations may be required, which may include overnight travel availability when needed; valid driver&rsquo;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.
</p><p>At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
</p><p>As part of our team, you&rsquo;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. <i>*pro-rated from start date and/or hours worked. </i><i>To view Benefits Summary: Apply &gt; Current Openings &gt; position &gt; attachment.
</i></p><p><i>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.
</i></p><p><b>Heritage Bank is an Equal Opportunity Employer
 </b></p><p>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.
</p><p><i>Job applicants have certain legal rights. Please click </i><i>here </i><i>for information regarding these rights.
</i></p><p>If you need assistance completing the online application, please email: HBRecruiting@HeritageBankNW.com
</p><p><b>Salary Range Disclaimer
</b></p><p>The base salary range represents Heritage Bank&rsquo;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&rsquo;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.<br>
</p><p></p><br>
<p>##JobCategory:Executive##
</p><p>##Street:3615 Pacific Avenue##
</p><p>##City:Tacoma##
</p><p>##State:WA##
</p><p>##ZipCode:98418##
</p><p>##Internal:false##
</p><p>*mon</p></div></div></div></div></div></div></div></div></div><p></p>

Chief Information Officer

Join Heritage Bank NW and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Heritage Bank NW

About Company

New Accounts Representative

Chief Information Officer