JOB TITLE:
Universal Banker
LOCATION:
Westerville, OH
STATUS:
Full-time
FSLA JOB CLASS:
Non-exempt
REPORTS TO:
Branch Manager or Assistant Manager
REQUIRED TRAVEL:
<5%
DIRECT REPORTS:
None
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 Universal Banker in our Westerville branch in Westerville, OH. Provide both existing and prospective clients with efficient and accurate service while developing strong professional relationships to assist in understanding their individual needs and promoting business for the bank through cross selling and referrals.
Have working knowledge of all CSR responsibilities, new account opening and consumer lending. In this highly visible role, a typical day might include the following:
- Foster and cultivate customer relationships through sales initiatives, leveraging both industry and Heartland Bank specific product knowledge.
- Execute transactions encompassing a range of tasks, including processing customer transactions, initiating and finalizing account operations, meticulously managing consumer product maintenance, addressing lending inquiries, and leveraging the cash recycler technology in strict accordance with established policies and protocols.
- Oversee and balance the allocated cash supply throughout the course of the workday.
- Maintain and balance the vault cash supply, concurrently coordinating the logistics of cash shipments and deliveries.
- Adhere to the sales performance and distinction standards set forth for Universal Bankers.
- Extend prompt greetings to customers in both in-person and telephonic interactions, discern their immediate requirements, and proficiently navigate branch workflow procedures to deliver the utmost level of customer service.
- Execute routine onboarding prerequisites for newly established accounts with meticulous attention to detail.
- Collaborate with the team to achieve predetermined benchmarks in production, sales, cross-selling, and operational achievements.
- Conscientiously complete essential daily, weekly, and monthly reporting obligations.
- Channel potential business prospects to diverse stakeholders within the institution for specialized services such as investments, mortgage lending, commercial lending, and cash management.
- Participate in mandatory meetings and training sessions, aimed at refining skill sets and proficiently conveying pertinent information to fellow branch personnel.
- Adhere to established security protocols, always ensuring safeguarding of customer information.
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 fostering 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
ADDITIONAL QUALIFICATIONS:
- Minimum one year of customer service, retail and/or cash handling preferred
- Microsoft Windows, Microsoft Suite including Outlook, Internet Explorer, Chexsystems, ARTA, Encompass, Innovistar, ResourceOne, Premier Integrated Teller, Business Process Manager
WORK ENVIRONMENT & PHYSICAL DEMANDS:
- Work environment is a climate-controlled office environment.
- Physical Demands:
- 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.
