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Client Service Representative
Heartland Bank Whitehall, OH
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$50k-63k (estimate)
Full Time 1 Week Ago
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Heartland Bank is Hiring a Client Service Representative Near Whitehall, OH

JOB TITLE: Client Service Representative LOCATION: Whitehall, Ohio STATUS: Part Time FSLA JOB CLASS: Non-Exempt REPORTS TO: Assistant Branch Manager REQUIRED TRAVEL: <5% DIRECT REPORTS: NoIf 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 part time Client Services Rep (CSR) located at our Whitehall Branch in Whitehall, Ohio. In this highly visible role you 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:Develop and grow customer relationships through sales initiatives using industry and Heartland Bank product knowledge.Perform job functions which include, but are not limited to, processing customer transactions and processing batch work, opening and closing accounts, performing maintenance, and utilizing the cash recycler technology while following established policies and procedures.Manage and balance assigned cash supply accurately throughout the work day.Maintain and balance the vault cash supply, as well as coordinate cash shipments and deliveries.Comply with the CSR sales performance and difference standards.Greet customers promptly in the lobby or on the phone, identify their immediate needs and utilize branch workflow procedures to provide the highest level of customer service.Complete routine on-boarding requirements for new accounts.Assist the team in reaching established production, sales, cross sell and operational goals.Complete required daily, weekly, and monthly reporting.Refer business opportunities to various individuals throughout the institution for services such as investments, mortgage lending, commercial lending and cash management.Attend meetings and training sessions in order to enhance skill sets and effectively communicate pertinent information to branch staff.Follow established security procedures, as well as ensure customer information is safeguarded at all times.THIS ROLE MIGHT BE THE RIGHT FIT FOR YOU IF:You Live Our Values. You demonstrate Heartland's shared values and

Job Summary

JOB TYPE

Full Time

SALARY

$50k-63k (estimate)

POST DATE

05/21/2024

EXPIRATION DATE

06/09/2024

WEBSITE

myheartland.bank

HEADQUARTERS

HASTINGS, NE

SIZE

50 - 100

FOUNDED

1951

CEO

ALLEN JEFFERSON

REVENUE

$10M - $50M

INDUSTRY

Banking

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The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

02/20/2022: Richmond, VA

Client service representatives are responsible for taking care of users who have a hard time with some business element.

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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

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Have an understanding and reception to clients' needs and give proactive customer support.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

01/10/2022: Long Beach, CA

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

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Should have a proven customer support experience or experience as a client service representative.

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Learn to resolve problems and prevent client dissatisfaction.

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One year related experience required with customer service preferred.

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Step 3: View the best colleges and universities for Client Service Representative.

Florida Southern College
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