Universal Banker

4 weeks ago


Westerville, Ohio, United States Heartland Bank Full time
Job Description

At Heartland Bank, we are seeking a highly skilled and motivated Universal Banker to join our team in the Westerville branch. As a Universal Banker, you will be responsible for providing exceptional customer service, processing transactions, and promoting business for the bank through cross-selling and referrals.

Key Responsibilities:

  • Foster and cultivate customer relationships through sales initiatives and leverage 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.
  • Complete essential daily, weekly, and monthly reporting obligations.
  • Channel potential business prospects to diverse stakeholders within the institution for specialized services.

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.
  • 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.