Heritage Bank Commercial Account Services Associate in Auburn, Washington

This Commercial Account Services Associate position is responsible for providing exceptional and personalized relationship servicing, account management, and new account fulfillment to top tier commercial clients, while promoting and selling treasury management products and solutions to new and existing top tier clients. This position works either on an individual basis or in conjunction with Treasury Management Sales, Commercial Lending team members and Branch Managers to drive deposit revenue and fee income for the Bank while solidifying customer retention efforts. The successful candidate will be able to: Provide broad based administrative and sales support assistance to treasury management and lending team members with prospective and existing top tier clientele. Attends and actively participates in joint top tier prospect, client calls and presentations with treasury management sales officers, commercial lenders and branch sales officers, as needed, to further business development and sales efforts with a focus on achieving annual objectives for treasury management sales goals, fee income generation (Non - II), cross sales and referrals. Partner with TM Sales team to assess and analyze and recommend new account needs, account structures, billing structures new account and treasury management services in accordance with know your customer standards and regulatory requirements, as needed. Take the lead to facilitate the transition of client operating business (deposits/cash management) from existing bank to Heritage Bank. Ensures timely and accurate transition of services and client follow up, adhering to and meeting service level expectations and compliance requirements. Open new business accounts and prepares treasury management services implem