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Customer Specialist – Willmar, MN

JOB TITLE: Customer Specialist

LOCATION: Willmar, MN

DEPARTMENT: Retail Banking

POSITION SUMMARY:

To assist in the growth and profitability of Heritage Bank by presenting a friendly and professional image to everyone who comes into the bank.

PRIMARY JOB RESPONSIBILITIES:

Greets all customers in a friendly and professional manner. Determines nature of business and directs customers to the appropriate destination.
Coordinate Lobby traffic by making sure everyone in the Bank lobby is being assisted in a timely manner. Calls other bank personnel for assistance, as needed. 
Performs clerical duties, including scheduling appointments, filing …

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Loan Processing Coordinator – Willmar, MN (Location Open)

JOB TITLE: Workflow Coordinator

LOCATION: Minnesota, South Dakota, or Sioux City Offices

DEPARTMENT: Loan Services

POSITION SUMMARY:

The Workflow Coordinator plays a critical role in helping to provide exceptional customer service working with the Loan Processors. The Workflow Coordinator directs the loan completion process in a timely professional manner.

In the lending process, the Loan Processors are responsible for the operational side of lending. They create the documents, book the loans and complete the post-closing checklist to ensure accuracy and compliance.

PRIMARY JOB RESPONSIBILITIES:

Registering customer in client port
Preliminary searches
Review …

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Credit Analyst – Willmar, MN (Location Open)

JOB TITLE: Credit Analyst

LOCATION: Minnesota, South Dakota, or Sioux City Offices

DEPARTMENT: Credit Services

POSITION SUMMARY:

The Credit Analyst provides analysis, underwriting and ongoing review services as part of the Heritage Bank Credit Underwriting Express Team (CUE). The CUE is a group that analyzes information on our customers, identifies the credit risks and prepares a credit action display – primarily for credit relationships less than $500,000 in borrowing.

The Credit Analyst plays a critical role in maintaining a sound credit culture. In addition to preparing credit write-ups …

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Customer Service Representative (Floater) – Holstein, IA

JOB TITLE: Customer Service Representative (Full Time Floater)

LOCATIONS: Based in Holstein, will float to other locations as needed

DEPARTMENT: Retail Services

POSITION SUMMARY:

Helps all Heritage Bank customers achieve financial success by assisting them with deposits and withdrawals, deposit account needs, loan inquiries and payments, and other banking products/services they may need help with.

PRIMARY JOB RESPONSIBILITIES:

Accurately processes all cash transactions, including deposits/withdrawals and transfers to/from accounts.
Has working knowledge of all deposit accounts to accurately and efficiently help customers with all their account needs.
Assists everyone who presents themselves to …

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Business Loan Officer – Sioux Falls, SD

Location: Sioux Falls, SD

Department: Commercial Business Lending

Position Summary:

The Senior Commercial Relationship Manager is part of a team of 3 (Credit Manager & Business Associate) focused on building relationships and being a trusted advisor for our customers.

The team’s three primary objectives are:

To provide exceptional customer service by helping identify a client’s needs and then matching them with products and services offered by Heritage Bank
To maintain a sound credit culture that consists of quality underwriting and on-going monitoring of the portfolio
To grow our market share

A solid understanding of the products and …

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Business Loan Officer – Willmar, MN

Location: Willmar, MN

Department: Commercial Business Lending

Position Summary:

The Commercial Relationship Manager is part of a team of 3 (Credit Manager & Business Associate) focused on building relationships and being a trusted advisor for our customers.

The team’s three primary objectives are:

To provide exceptional customer service by helping identify a client’s needs and then matching them with products and services offered by Heritage Bank
To maintain a sound credit culture that consists of quality underwriting and on-going monitoring of the portfolio
To grow our market share

A solid understanding of the products and services …

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Ag Loan Officer – Pennock, MN

Location: Raymond or Pennock, MN area

Department: Ag Business Lending

Position Summary:

The Ag Relationship Manager is part of a team of 3 (Credit Manager & Business Associate) focused on building relationships and being a trusted advisor for our customers.

The team’s three primary objectives are:

To provide exceptional customer service by helping identify a client’s needs and then matching them with products and services offered by Heritage Bank
To maintain a sound credit culture that consists of quality underwriting and on-going monitoring of the portfolio
To grow our market share

A solid understanding of …

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Controller – Sioux Falls, SD (Location Open to SD, IA or MN)

JOB TITLE: Controller

LOCATION: Location Open (preference to be in or near one of our locations in SD, MN, or Sioux City, IA)

DEPARTMENT: Accounting & Finance

POSITION SUMMARY:

Leads and directs the Bank’s accounting and finance functions. Oversees effective project and change management. Establishes and maintains the Bank’s overall accounting systems, procedures, and policies. Directs all analysis and reporting of financial information including strategic planning, budgets with 80/20 emphasis and required filings and reports. Presents findings and recommendations to senior management on strategic financial issues/decisions. This is a working …

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