Financial Services Representative
20 hours ago
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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