Client Relationship Specialist

2 weeks ago

Fort Thomas, Kentucky, United States Heartland Bank Full time
Position Overview

JOB TITLE: Client Relationship Specialist

LOCATION: Ft. Thomas, KY

STATUS: Full-time

FSLA JOB CLASS: Non-exempt

REPORTS TO: Branch Manager or Assistant Manager

REQUIRED TRAVEL: Less than 5%

DIRECT REPORTS: None

If you are interested in joining a team that prioritizes the financial health of its clients, Heartland Bank is the place for you.

At Heartland Bank, we strive for excellence in all aspects of our operations, from our services to our team members. We are committed to attracting and retaining skilled professionals, as this is essential for delivering outstanding customer service.

We are currently seeking a full-time Client Relationship Specialist at our Ft. Thomas branch. In this role, you will provide both current and prospective clients with prompt and precise service while building strong professional relationships to understand their unique needs and promote the bank's offerings through cross-selling and referrals. A comprehensive understanding of all customer service representative duties, new account setup, and consumer lending is essential. A typical day may include the following responsibilities:

  • Develop and nurture customer relationships through sales initiatives, utilizing both industry knowledge and Heartland Bank's specific products.
  • Process transactions involving a variety of tasks, including handling customer transactions, initiating and completing account operations, managing consumer product maintenance, addressing lending inquiries, and utilizing cash recycler technology in compliance with established policies.
  • Monitor and balance the cash supply throughout the workday.
  • Manage and balance the vault cash supply while coordinating cash shipments and deliveries.
  • Meet the sales performance and distinction standards set for Client Relationship Specialists.
  • Greet customers promptly in both face-to-face and telephone interactions, assess their immediate needs, and navigate branch procedures to provide exceptional customer service.
  • Conduct routine onboarding tasks for newly established accounts with great attention to detail.
  • Collaborate with the team to achieve set goals in production, sales, cross-selling, and operational success.
  • Complete necessary daily, weekly, and monthly reporting tasks diligently.
  • Refer potential business opportunities to various stakeholders within the institution for specialized services such as investments, mortgage lending, commercial lending, and cash management.
  • Participate in required meetings and training sessions to enhance skills and effectively share relevant information with branch staff.
  • Follow established security protocols to ensure the protection of customer information.

THIS POSITION MAY BE IDEAL FOR YOU IF:

  • You Embody Our Values. You demonstrate Heartland's core values and act with integrity, even when unsupervised.
  • You Deliver Results. You consistently meet and exceed objectives through teamwork, applying your knowledge effectively.
  • You Mentor and Inspire. You possess strong communication skills and focus on performance development while fostering positive relationships.
  • You Are Driven. You have a strong work ethic and value focused collaboration.

JOB REQUIREMENTS:

  • High school diploma or equivalent.

ADDITIONAL QUALIFICATIONS:

  • At least one year of experience in customer service, retail, and/or cash handling preferred.
  • Proficiency in Microsoft Windows and Microsoft Suite, including Outlook, Internet Explorer, Chexsystems, ARTA, Encompass, Innovistar, ResourceOne, Premier Integrated Teller, and Business Process Manager.

WORK ENVIRONMENT & PHYSICAL DEMANDS:

  • Work environment is a climate-controlled office setting.
  • Physical Demands:
    1. Vision (near and far, more than 2/3 of the time)
    2. Hearing (in person and via telephone)
    3. Occasional stooping, kneeling, crouching, and crawling (less than 1/3 of the time)
    4. Standing, sitting, and walking (1/3 to 2/3 of the time)
    5. Speaking and listening to internal and external clients (more than 2/3 of the time)
    6. Typing (1/3 to 2/3 of the time)

WHAT'S EXCITING ABOUT JOINING HEARTLAND?

  • Competitive compensation package.
  • Healthcare from Day 1, including Medical, Dental, Vision, and Life Insurance.
  • 401(k) with up to 4% salary match.
  • Company-paid holidays.
  • Generous Paid Time Off.
  • Parental Leave.
  • Casual dress policy.
  • Opportunities for career development.
  • On-site fitness center (Corporate Center).
  • Tuition reimbursement and training support.
  • Free checking and savings accounts.
  • Complimentary financial planning services.
  • 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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