Relationship Manager - Financial Representative
Relationship Manager - Financial Representative
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Job Description
Every day Heartland a Global Payments Company makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur support and serve entrepreneurs and bring your expertise to a dynamic team then Heartland is for you. If its in your nature to work with a passion to provide tangible solutions for everyone you interact with then join us and lets see what we can do together.
About Heartland A Global Payments Company
Every day Heartland a Global Payments Company makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business ownersthen your expertise will be a perfect fit on our dynamic team here at Heartland. If its in your nature to work with a passion to provide tangible solutions for everyone you interact with then join us and lets see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FIRM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce upselling current clients on other Heartland products and services and maintaining regular communication with the Financial Institutions District Manager.
Job Duties
As an FIRM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships ensuring alignment with branch goals and serving as a key resource to drive collaboration and success.
During the training period your District Manager will accompany you on your initial appointments to train you on our shortcycle sales process using our tablet based CRM platform Atlas used for lead generation sales presentations on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
Responsible for prospecting new clients into the North America Merchant Services realm.
Maintain existing/prospective client records in accordance with company policies to include call notes scheduled client interactions contact information and other relevant client information in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
Engaging with your assigned FI partner through weekly branch visits monthly training sessions bank meetings and huddles.
Responsible for achieving minimum production requirements including setting first time appointments to secure quota
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry to remain uptodate on industry trends and technology.
Attend weekly team meeting weekly oneonone and semimonthly field rides with District Manager.
Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
Excellent prospecting communication presentation and networking skills
Works well independently and as part of a team
Incentivedriven sales hunter
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys coldcalling and speaking with people face to face
Experience with Pipeline lead management
Minimum Qualifications
18 years of age or older
This position requires regular driving to visit client sites therefore a valid drivers license is necessary
In accordance with state law a background check will be conducted after a conditional offer of employment
Completion of mandatory drug screening on or near 60th day of employment
Live in area relative to job posting location
Ability to be in the field a minimum of 75 of the time
Preferred Qualifications
High school diploma/GED
At least two years of relevant experience
Competencies
Awareness
Driven
Resilient
Respectful
Committedness
Benefits
Heartland A Global Payments Company offers a comprehensive benefits package to all of our team members including medical dental and vision care EAP programs paid time off recognition programs retirement and investment options charitable gift matching programs and worldwide days of service. To learn more review our Benefits page at: to grow your career and your paycheck Heres the breakdown:
Total earnings with Base Salary (OTE): $100000 $130000
Salary: $40000
Residual Income: Keep earning from your hard work
Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Your total compensation will depend on your skills performance and location. Lets build your future together Apply now!
Diversity and EEO Statements
Heartland is an organization that stands against racism intolerance and injustice in all its forms one that respects honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland A Global Payments Company is an equal opportunity employer. Heartland a Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race color religion sex (including pregnancy) national origin ancestry age marital status sexual orientation gender identity or expression disability veteran status genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
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Heartland is an equal opportunity employer. Heartland a Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race color religion sex (including pregnancy) national origin ancestry age marital status sexual orientation gender identity or expression disability veteran status genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
Required Experience:
Manager
Employment Type
Full-Time
