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Customer Relations Specialist

2 months ago

Grove City, Ohio, United States Heartland Bank Full time
Job Overview

POSITION TITLE: Client Service Representative

LOCATION: Grove City, OH

EMPLOYMENT TYPE: Part Time

CLASSIFICATION: Non-Exempt

SUPERVISOR: Assistant Branch Manager

TRAVEL REQUIREMENTS: Less than 5%

DIRECT REPORTS: None


At Heartland Bank, we are committed to fostering a team of dedicated professionals focused on enhancing the financial well-being of our clients. Our mission is to ensure quality in every aspect of our work, and we pride ourselves on attracting and retaining exceptional talent.

We currently have an opening for a part-time Client Service Representative in Grove City, Ohio. In this position, you will be responsible for strengthening client relationships and cultivating new prospects through effective needs assessment and a solid understanding of our products and services. You will assist customers by opening accounts, processing transactions accurately, and managing cash supplies.

Key Responsibilities:

  • Build and maintain customer relationships through strategic sales efforts, utilizing your industry knowledge and understanding of Heartland Bank's offerings.
  • Perform job duties with meticulous attention to detail, ensuring accuracy in processing transactions, managing account activities, and using cash handling technology in compliance with established procedures.
  • Maintain and oversee the cash supply throughout your shift, ensuring precise management of the vault's cash.
  • Coordinate cash shipments and deliveries, ensuring flawless execution of cash handling protocols.
  • Meet and exceed sales performance standards, demonstrating a commitment to excellence in customer service.
  • Provide warm and professional greetings to customers, identifying their needs and navigating branch processes to deliver outstanding service.
  • Facilitate the onboarding process for new accounts, ensuring a smooth and efficient experience.
  • Collaborate with team members to achieve goals in production, sales, and operational performance.
  • Prepare accurate daily, weekly, and monthly reports, showcasing your attention to detail.
  • Identify and refer potential business opportunities across various services, including investments and lending.
  • Engage in training and meetings to enhance your skills and share relevant information with colleagues.
  • Adhere to security protocols to protect customer information at all times.

Ideal Candidate Profile:

  • Values Alignment: You embody Heartland's core values and act with integrity.
  • Results-Oriented: You consistently meet and exceed goals through collaboration and focused execution.
  • Leadership Skills: You communicate effectively and build positive relationships.
  • Work Ethic: You demonstrate a strong commitment to success and teamwork.

Qualifications:

  • High school diploma or equivalent.
  • At least one year of experience in customer service, retail, or cash handling preferred.

Additional Skills:

  • Proficiency in Microsoft Windows and Office Suite, including Outlook and Internet Explorer.

Work Environment:

  • Office setting with a climate-controlled environment.
  • Visual and auditory tasks are required throughout the workday.
  • Physical activities include standing, sitting, and typing for varying durations.

Work Schedule:

Availability for Mondays, Wednesdays, Fridays, and alternating Saturdays.

Benefits of Working at Heartland:

  • Competitive salary and benefits package.
  • Healthcare coverage starting on your first day, including medical, dental, and vision.
  • 401(k) matching program.
  • Paid holidays and generous time off.
  • Parental leave and a casual dress code.
  • Opportunities for career development and tuition reimbursement.
  • Access to an on-site fitness center and financial planning services.

Heartland Bank is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected Veteran status.