Banking Professional

3 days ago

Westerville, Ohio, United States Heartland Bank Full time
Job Title: Universal Banker

We are seeking a highly motivated and customer-focused Universal Banker to join our team at Heartland Bank. As a Universal Banker, you will be responsible for providing exceptional service to our customers, while also developing strong professional relationships to promote business for the bank.

Key Responsibilities:

  • Foster and cultivate customer relationships through sales initiatives, leveraging industry and Heartland Bank-specific product knowledge.
  • Execute transactions, including processing customer transactions, initiating and finalizing account operations, and managing consumer product maintenance.
  • Oversee and balance the allocated cash supply throughout the workday.
  • Maintain and balance the vault cash supply, coordinating cash shipments and deliveries.
  • Adhere to sales performance and distinction standards set forth for Universal Bankers.
  • Extend prompt greetings to customers, discern their immediate requirements, and navigate branch workflow procedures to deliver exceptional customer service.
  • Execute routine onboarding prerequisites for newly established accounts with meticulous attention to detail.
  • Collaborate with the team to achieve predetermined benchmarks in production, sales, cross-selling, and operational achievements.
  • Complete essential daily, weekly, and monthly reporting obligations.
  • Channel potential business prospects to diverse stakeholders within the institution for specialized services.
  • Participate in mandatory meetings and training sessions to refine skill sets and convey pertinent information to fellow branch personnel.
  • Adhere to established security protocols, ensuring safeguarding of customer information.

Requirements:

  • High school diploma or equivalent.
  • Minimum one year of customer service, retail, and/or cash handling experience preferred.

What We Offer:

  • Competitive compensation package.
  • Healthcare on Day 1, including medical, dental, vision, and life insurance.
  • 401(k) up to 4% of salary match.
  • Company-paid holidays.
  • Generous Paid Time Off.
  • Parental Leave.
  • Casual dress policy.
  • Career development opportunities.
  • On-site fitness center (Corporate Center).
  • Tuition reimbursement and training support.
  • Free checking and savings accounts.
  • Free financial planning.
  • Mortgage Rate Discount Program.

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

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