Showing page 1 of 2 matching jobs
FINANCIAL SERVICES ASSOCIATE
  Posted 3 days ago    Heritage Bank    Everett, WA

Heritage Bank currently has an exciting opportunity to join our organization. We are looking for people who want more than just a job who want to build a career and make a difference in the communities where they live and work by building and maintaining customer relationships. The Everett Branch in Everett, WA is seeking a Financial Services Associate to help customers meet their financial goals by providing exceptional customer service and opening new accounts.This position is Full Time; typical schedule is Monday through 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.Heritage Bank offers competitive compensation and comprehensive benefit packages for employees and their families. The successful candidate will be able to: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales sta

Source: Talroo

WEALTH STRATEGIES ADVISOR
  Posted 3 days ago    Heritage Bank    Tacoma, WA

Heritage Bank has an exciting opportunity to join our organization! We are seeking a Wealth Strategies Advisor who wants more than just a job who wants to build a career and make a difference in the communities where they live and work by building and maintaining customer relationships. The Wealth Strategies Advisor is responsible for advising Wealth Management, Commercial and Retail Bank clients with financial planning strategies and investment management matters, while providing quality service to internal/external customers in support of the Bank s strategic initiatives, to meet/exceed revenue growth, profitability, and retention goals by acquiring new clients and expanding services to existing clients. Depending on experience, other geographical locations in Pierce County, WA may be considered. The successful candidate will be able to: Accountable for achieving/exceeding key objectives and goals in, business development, client retention, revenue growth, por

Source: Talroo

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