Relationship Manager
2 weeks ago
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and bring your expertise to a dynamic team, then Heartland is for you. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can do together.
About Heartland, A Global Payments Company
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager.
Job Duties
As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
- Responsible for prospecting new clients into the North America Merchant Services realm.
- Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
- Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
- Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
- Additional responsibilities may be assigned as needed.
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales "hunter"
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
- Enjoys cold-calling and speaking with people face to face
- Experience with Pipeline lead management
- 18 years of age or older
- This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
- In accordance with state law, a background check will be conducted after a conditional offer of employment
- Completion of mandatory drug screening on or near 60th day of employment
- Live in area relative to job posting location
- Ability to be in the field, a minimum of 75% of the time
- 4+ years of sales experience
- Ability to be in the field, a minimum of 75% of the time
- High school diploma/GED
- At least two years of relevant experience
- Awareness
- Driven
- Resilient
- Respectful
- Committedness
Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: https://jobs.globalpayments.com/en/why-global-payments/benefits/
Compensation
Ready to grow your career and your paycheck? Here's the breakdown:
Total earnings with Base Salary (OTE): $100,000 - $130,000+
- Salary: $40,000
- Residual Income: Keep earning from your hard work
- Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Diversity and EEO Statements
Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
#LI-AT1
#LI-Hybrid
Heartland is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
-
Relationship Manager
2 days ago
Pittsburgh, Pennsylvania, United States Davis Capital, LLC Full timeAbout this RoleWe're seeking a Relationship Manager to lead our customer retention efforts. As a key member of our team, you'll be responsible for analyzing customer behavior, identifying areas for improvement, and offering personalized solutions to meet their needs.Key Skills and QualificationsExcellent communication and problem-solving skillsAbility to...
-
RELATIONSHIP MANAGER
3 days ago
Pittsburgh, Pennsylvania, United States csi Full timeLOCATION: Ohio/Pennsylvania/West Virginia This candidate must live in Ohio, Pennsylvania, or West Virginia. JOB SUMMARY Relationship Managers maintain and expand relationships strategically with customers and serving as the primary liaison between CSI and the customers. They constantly strive to achieve excellence in customer service...
-
Client Relationship Manager
2 days ago
Pittsburgh, Pennsylvania, United States CyberCoders Full timeSales Performance ImprovementWe are looking for a talented and results-driven Client Relationship Manager to join our team. As a Sales Performance Improvement specialist, you will be responsible for driving sales growth, managing client relationships, and ensuring customer satisfaction.The ideal candidate will work closely with clients to understand their...
-
Client Relationship Manager
6 days ago
Pittsburgh, Pennsylvania, United States Northwest Bank Full timeJob SummaryThe Client Relationship Manager at Northwest Bank is responsible for managing and maintaining client relationships to drive business growth and revenue. This role requires a strong understanding of financial markets and products, as well as excellent communication and interpersonal skills.Key Responsibilities:* Manage and maintain client...
-
Client Relationship Manager
4 days ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeWe foster a culture of Responsibility, Innovation, Collaboration, Integrity, and Accountability to drive growth and customer satisfaction.The role involves partnering with teams to deliver consumer and small business solutions, services, and strategies, supporting clients with self-service or transactional activities, leveraging resources, technologies, and...
-
Banking Relationship Manager
4 days ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeWe're looking for a talented Banking Relationship Manager to help us build strong relationships with our clients and deliver personalized service.This role involves serving as the first point of contact for financial center clients, helping them find suitable banking solutions and ensuring they have a seamless experience. The successful candidate will be...
-
Investment Relationship Manager
4 days ago
Pittsburgh, Pennsylvania, United States Northwest Bank Full timeFinancial advisor roles often require professionals to be highly knowledgeable in finance, investments, and customer relationship management. In this capacity, the Associate Financial Advisor at Northwest Bank plays a key role in expanding new business opportunities while fostering strong relationships with existing clients. One of the primary...
-
Client Relationship Manager
3 days ago
Pittsburgh, Pennsylvania, United States PNC Full timeAbout UsPNC is a top-tier financial services provider dedicated to delivering personalized solutions to our clients. Our Treasury Management Service & Implementations organization works closely with clients to understand their unique needs and develop tailored strategies to achieve their financial objectives.As an Account Manager II, you will leverage your...
-
Branch Relationship Manager
2 days ago
Pittsburgh, Pennsylvania, United States Nextier Bank Full timeJOB SUMMARY The Branch Relationship Manager is responsible for the overall sales and operations of the branch. This position will be expected to identify and develop a new customer base for the bank. Responsible for meeting individual business development and sales goals, as well as developing a motivated team that will contribute to the success of the...
-
Customer Relationship Manager
4 weeks ago
Pittsburgh, Pennsylvania, United States Fortive Corporation Full timeThe Customer Relationship Manager is responsible for owning the post-sale customer relationship (onboarding, retaining and growing) of Industrial Scientific's customers. Customer Relationship Managers are assigned a portfolio of National logo accounts and accounts across a territory that they will work in tandem with Account Executives and Enterprise...
-
Vendor Relationship Management Specialist
5 days ago
Pittsburgh, Pennsylvania, United States LogiX-Guru Full timeJob Overview:LogiX-Guru is seeking a Vendor Relationship Management Specialist to join our team in Pittsburgh, PA. This role involves managing the relationship between the bank and a key strategic technology vendor, ensuring alignment with the bank's strategic goals.Key Responsibilities:Manage the vendor relationship, including developing and maintaining...
-
Client Relationship Manager
1 week ago
Pittsburgh, Pennsylvania, United States Tunnel Vision Marketing Full timeAre you an ambitious, self-motivated professional looking to launch a career in sales and management? Our firm is currently seeking driven individuals to join our team in an Entry-Level Client Relationship Manager role, with the opportunity to grow into a sales relationship position.Who We AreWe collaborate with Fortune 500 companies, designing tailored...
-
Customer Relationship Manager
4 days ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeIn this dynamic role, you will have the opportunity to develop and maintain long-term relationships with customers, helping them achieve their financial goals through expert guidance and tailored solutions.Key ResponsibilitiesCustomer Acquisition and Retention: Proactively seek out new business opportunities while nurturing existing relationships to ensure...
-
Client Relationship Manager
7 days ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeBecoming a Private Client Advisor at Bank of America means joining a team that is dedicated to helping individuals and families achieve their financial goals.We strive to create a workplace culture that values diversity, equity, and inclusion, and fosters a sense of community among our teammates.As a Private Client Advisor, you will work closely with clients...
-
Relationship Manager I
2 weeks ago
Pittsburgh, Pennsylvania, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
us institutional relationship manager
3 days ago
Pittsburgh, Pennsylvania, United States Federated Hermes Full timePOSITION SPECIFICATIONS : High School diploma or equivalent required; Bachelor degree, MBA, CFA and/or CPF preferred. Minimum 7 years of experience in a client-facing position required; 10+ years of experience in the investment management industry or with institutional clients preferred. Knowledge of financial markets required. In-depth knowledge of...
-
Customer Relationship Manager
3 days ago
Pittsburgh, Pennsylvania, United States Fortive Corporation Full timeThe Customer Relationship Manager is responsible for owning the post-sale customer relationship (onboarding, retaining and growing) of Industrial Scientific's customers. Customer Relationship Managers are assigned a portfolio of National logo accounts and accounts across a territory that they will work in tandem with Account Executives and Enterprise...
-
Client Relationship Manager
3 weeks ago
Pittsburgh, Pennsylvania, United States Tunnel Vision Marketing Full timeAre you an ambitious, self-motivated professional looking to launch a career in sales and management ? Our firm is currently seeking driven individuals to join our team in an Entry-Level Client Relationship Manager role, with the opportunity to grow into a sales relationship position . Who We Are We collaborate with Fortune 500 companies ,...
-
Relationship Manager I
2 weeks ago
Pittsburgh, Pennsylvania, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Relationship Manager
4 days ago
Pittsburgh, Pennsylvania, United States PNC Full timeJob DescriptionThe Virtual Relationship Manager - Business Banking role is responsible for growing share of wallet with existing clients by identifying their needs and providing solutions through PNC's products and services.This position requires strong virtual communication skills and the ability to manage multiple priorities in a fast-paced...