Customer Relations Specialist

2 weeks 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 enhancing the financial well-being of our clients through a dedicated team of professionals. We are currently seeking a part-time Client Service Representative in Grove City, Ohio. This role is pivotal in strengthening client relationships and cultivating new opportunities through effective needs assessment and industry knowledge.

Key Responsibilities:

  • Build and maintain customer relationships through strategic sales initiatives, utilizing both industry knowledge and a comprehensive understanding of Heartland Bank's offerings.
  • Perform job functions with meticulous attention to detail, ensuring accuracy in processing transactions, managing account openings and closures, and adhering to established policies.
  • Maintain and manage the assigned cash supply throughout the workday, ensuring flawless balancing of the vault's cash supply.
  • Provide exceptional customer service by greeting clients warmly, identifying their needs, and navigating branch procedures effectively.
  • Complete onboarding processes for new accounts efficiently, ensuring a smooth experience for clients.
  • Collaborate with team members to achieve production, sales, and operational goals.
  • Prepare and deliver accurate daily, weekly, and monthly reports, showcasing attention to detail.
  • Identify and refer potential business opportunities across various services, including investments and lending.
  • Participate in training sessions and meetings to enhance skills and share knowledge with colleagues.
  • Adhere to security protocols to protect customer information at all times.

Ideal Candidate Profile:

  • Values Alignment: Demonstrates Heartland's core values and acts with integrity.
  • Results-Driven: Achieves goals through teamwork and focused execution.
  • Leadership Skills: Communicates effectively and fosters positive relationships.
  • Work Ethic: Displays a strong commitment to success and collaboration.

Qualifications:

  • High school diploma or equivalent.
  • Preferred experience in customer service, retail, or cash handling.

Additional Skills:

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

Work Environment:

  • Office setting with a climate-controlled environment.
  • Regular visual and auditory engagement with clients.
  • Physical activities include standing, sitting, and typing.

Work Schedule:

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

Benefits of Working at Heartland:

  • Competitive compensation package.
  • Healthcare benefits starting on the first day of employment.
  • 401(k) plan with company match.
  • Paid holidays and generous time off.
  • Opportunities for career development and training.
  • Casual dress policy and on-site fitness center.

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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