Temporary Branch Banking Support/Relationship Banking Assistant

Posted: 10/16/2025

Banking

Heritage Bank currently has an exciting temporary assignment opportunity within our organization!

Our Downtown Tacoma Branch in Tacoma, Washington is seeking a temporary branch banking support/relationship banking assistant (October 2025 - January 2026) to deliver exceptional customer service experience to new and existing customers, while providing in-office customer service, transaction processing and account maintenance in compliance with all regulatory requirements.

This is a temporary Full -Time position; typical schedule is Monday through Friday 8:30 a.m. to 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

As a temporary employee, you will be eligible to participate in a 401(k) plan with company match, accrue sick time, and will have access to the Employee Assistance Program.

Base Pay Rate:

$20.00 - $23.00 per hour

The Role at a Glance:

Performs routine transaction processing; receives checks for deposit, verifies amounts and endorsements, enter all necessary information in data processing system, issue receipts, and balance in an accurate and complete manner.
Minimizes risk by identifying potential fraudulent activities or transactions and escalates to management in a timely manner.
Provides operational support, client relationship tracking, processes paperwork, and assembles and summarizes information, as requested and/or required. Gains an understanding of the workflow demands with proper use of internal technology.
May open new accounts and complete account documentation in accordance with Bank guidelines, all account opening compliance requirements, and account ownership verification procedures.
Assists branch with organizing operational workflows, balancing daily transactions, compliance, reporting and completing all assignments in a timely manner.
Gains a working knowledge of all bank products and services.
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.

Core Skills and Qualifications:

Minimum of 1+ years’ recent experience in branch banking, which includes customer service / relationship management skills in a financial services industry required.
Knowledge of new account documentation and compliance in a financial services industry preferred.
Detail-oriented with strong organizational and problem-solving skills.
Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
Understand and complies with the Bank’s policies, procedures, security, and regulatory requirements.
Ability to gain working knowledge of bank products and services.
Effective listening, verbal, written and telephone etiquette business communication skills, with the ability to read, write, speak, and understand English well.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient use and understanding of MS Office products (Word, Excel, Outlook), understanding and working knowledge of core processing/operating systems in a banking environment, i.e., DNA; with the ability to learn and adapt to new technologies quickly.
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, national origin, protected veteran status, disability, or any other basis protected by applicable law.

Salary Range Disclaimer

Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance.

Temporary Branch Banking Support/Relationship Banking Assistant

Heritage Bank Main Office

Additional Postings available from Heritage Bank Main Office

New Accounts Representative