Financial Services Representative

20 hours ago


Westerville, Ohio, United States Heartland Bank Full time
Job Title: Financial Services Representative

At Heartland Bank, we are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our customers, building strong relationships, and promoting business growth through cross-selling and referrals.

Key Responsibilities:

  • Foster and cultivate customer relationships through sales initiatives and product knowledge.
  • Execute transactions, including processing customer transactions, initiating and finalizing account operations, and managing consumer product maintenance.
  • Oversee and balance cash supplies, coordinate cash shipments and deliveries, and adhere to sales performance and distinction standards.
  • Provide prompt greetings, discern customer needs, and navigate branch workflow procedures to deliver exceptional customer service.
  • Collaborate with the team to achieve production, sales, and operational benchmarks.

Requirements:

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

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 and generous Paid Time Off.
  • Career development opportunities and on-site fitness center.


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