Client Service Representative

Job Description

JOB TITLE:

Client Service Representative

LOCATION:

Clintonville, OH

STATUS:

Full Time

FSLA JOB CLASS:

Non-Exempt

REPORTS TO:

Assistant Branch Manager

REQUIRED TRAVEL:

<5%

DIRECT REPORTS:

No

If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further than Heartland Bank!

At Heartland Bank, our goal is quality – in our work, in our play, and in our people. We value our ability to attract and retain talented professionals, as this is the bottom line for excellent customer service.

Heartland has an immediate opening for a full-time Client Service Representative located at our Clintonville branch in Clintonville, OH. In this role, the CSR will enhance client relationships and develop prospective client relationships through effective needs identification using product and industry knowledge. Service customers and identify opportunities through opening accounts and accurately processing transactions, while maintaining and balancing a cash supply.

A typical day might include the following:

Foster customer relationships through strategic sales initiatives, leveraging both industry expertise and a comprehensive understanding of Heartland Bank's product portfolio.

Execute job functions with thorough attention to detail, ensuring both accuracy and high quality in tasks such as processing customer transactions, handling batch work, overseeing account openings and closures, conducting maintenance activities, and proficiently utilizing the cash recycler technology, all while adhering to established policies and procedures.

Demonstrate precision in managing and maintaining the assigned cash supply throughout the workday.

Uphold a commitment to balancing the vault's cash supply flawlessly, while also orchestrating the seamless coordination of cash shipments and deliveries.

Adhere to the CSR sales performance and distinction standards, embodying a committed dedication to excellence.

Extend prompt and courteous greetings to customers in both face-to-face and telephonic interactions, adeptly distinguish their immediate requirements, and navigate branch workflow procedures with a thorough understanding to provide the utmost level of customer service.

Complete routine onboarding requirements for new accounts, ensuring a seamless and thorough process.

Collaborate seamlessly with the team to attain established benchmarks in production, sales, cross-selling, and operational achievements.

Deliver meticulously prepared daily, weekly, and monthly reports of the highest quality, showcasing accuracy and attention to detail.

Strategically identify and refer potential business opportunities to diverse stakeholders within the institution, covering a wide range of services including investments, mortgage lending, commercial lending, and cash management.

Actively participate in meetings and training sessions, consistently enhancing skill sets and skillfully conveying pertinent information to fellow branch staff.

Adhere diligently to established security protocols, safeguarding customer information with the highest level of care at all times.

THIS ROLE MIGHT BE THE RIGHT FIT FOR YOU IF:

You Live Our Values. You demonstrate Heartland’s shared values and do the right thing, even when no one is watching.

You Achieve Results. You meet and exceed goals through teamwork. You grow and apply job knowledge and have focused execution.

You Coach and Lead. You have strong communication. You are focused on performance development and foster positive relationships and trust.

You Hustle. You possess a driven work ethic to succeed and respect focused collaboration.

JOB REQUIREMENTS:

High school diploma or equivalent.

Minimum one year of customer service, retail and/or cash handling preferred.

ADDITIONAL QUALIFICATIONS:

Microsoft Windows, Microsoft Suite including Outlook, Internet Explorer, ResourceOne, Premier Integrated Teller, Business Process Manager

WORK ENVIRONMENT & PHYSICAL DEMANDS:

Climate-controlled office environment

Vision (up close and distance >2/3 of the time)

Hearing (in person and via telephone)

Stoop, Kneel, Crouch, and Crawl (<1/3 of the time)

Stand, Sit and Walk (1/3-2/3 of the time)

Speak and Listen to internal and external clients (>2/3 of the time)

Typing (1/3-2/3 of the time)

WHAT’S GREAT ABOUT WORKING AT HEARTLAND?

Competitive compensation package

Healthcare on Day 1 that includes: 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.