Position Summary

Helps all Heritage Bank customers achieve financial success by assisting them with deposits and withdrawals, deposit account needs, loan payments, and other banking products/services they may need help with. Primary location is in our Willmar office, but may work in Spicer or Pennock as needed.

Primary Duties & Responsibilities

• Accurately processes all cash or check transactions, including deposits/withdrawals, transfers to/from accounts, loan payments or advances. (50%) 
• Has working knowledge of all deposit accounts to accurately and efficiently help customers with all their account needs. (10%) 
• Assists everyone who presents themselves to Heritage Bank, whether in lobby or drive-up, on the phone or via fax or e-mail, to be sure they get the help they want or need. (10%) 
• Compliance with all applicable banking regulations. (5%) 
• Opens & closes the lobby or drive-thru as scheduled. (5%) 

Secondary Duties & Responsibilities

• All Employee Owners must help Heritage be successful in any way possible never saying “That’s not my job”. As an Employee Owner “Everything is my job.”
• Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities. 
• Responsible for security as it applies to this position. 
• Responsible for compliance with laws and regulations applicable to this position. 
• Achieve performance and quality metrics as determined by supervisor.  
• Performs other tasks, as assigned. 

Bank Standards

• Mission – Helping People Succeed Financially
• Ethics – We always do the right thing at work and in our personal lives
• Solution – We bring solutions to challenges and are always looking for ways to be better
• Ownership – We are accountable in our roles and accept responsibility for our mistakes 
• Positivity – We bring positive energy and enthusiasm to everything we do

Education & Experience

• High School Diploma or equivalent 
• 1-2 years Customer Service experience 
• Previous experience in banking or other comparable field, such as sales and/or cash handling preferred

Other Skills / Characteristics:

• Professional, courteous, friendly, confident, and outgoing personality 
• Good communication skills 
• Dependable and punctual 
• Confidential
• Good problem-solving skills 
• Ability to prioritize multiple tasks 
• Ability to stand for long periods of time 
• Take accountability and have pride in a clean lobby environment 
• Versatile and accurate 
• Able to make decisions quickly and prioritize properly 
• Flexible working schedule 
• Willingness to evolve processes and learn new technology