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22Dec

Customer Care Application Specialist

Heartland Financial USA, Inc., Asbury, IA

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PRIMARY & ESSENTIAL RESPONSIBILITIES:

  1. Offer and sell financial products and services through a centralized online account and loan application process to both consumer and small business customers for all Heartland subsidiary banks.
  2. Provide exceptional customer service while effectively using sales skills such as: effective listening, adapting to differences in customers, identifying needs, expanding and deepening customer relationships, responding to verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming resistance, asking for the business, completing sale, nurturing relationships, and establishing methods for follow-up.
  3. Work collaboratively with the banking team to achieve customer service and sales objectives.
  4. Ensure appropriate actions were taken to promptly resolve customers’ concerns.Accurately processes orders, forms, deposit and loan applications, adverse action notices, and requests submitted within established timeframe.
  5. Open and service customer accounts and loans as needed.Recognizes and reports to management trends in internal and external customer calls that may identify system/product related issues.
  6. Determine charges for services requested and arrange for billing.
  7. Comply with all Bank Secrecy Act/Anti-Money Laundering requirements, Privacy of Customer Information Policy, and all consumer protection laws, regulations, and Bank policies as related to assigned job duties.


REQUIRED SKILLS & EXPERIENCE:

  1. Associate’s Degree in Finance, Accounting, or Business; or equivalent years of experience.3 -5 years of customer service experience. 
  2. Experience using Microsoft Office Suite.Ability to demonstrate an understanding of electronic banking services especially, but not limited to, internet banking, bill payment, mobile banking, and ATM/debit card.
  3. Previous experience using social media, instant chat, e-mail, etc.
  4. Demonstrated knowledge of current technologies such as used: tablets, computers, smart phones, etc.
  5. Knowledge of general banking practices preferred.
  6. Ability to gain knowledge of Fiserv Signature, Desktop Sales, Footprints, uOpen, Mark IV, and other systems as required to perform assigned duties.

 

EOE/AA Employer

M/F/Disabled/Vet

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Job Details

Req Num 17-1019
ID 435187
Location
Asbury, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Banking/Mortgage/Financial Services
Customer Service
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 2-5 Years
Education Associates

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