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Heartland · 2 months ago

Relationship Manager - Financial Institutions, EX

Cleveland, Ohio, USA

Full-time

Hybrid

Mid Level

$100K/yr - $130K/yr

4+ years exp

Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using their products and unmatched services. The Financial Institutions Relationship Manager is responsible for prospecting and running Heartland Payments presentations to business owners or Financial Institution Partners to close deals within a fast sales cycle.

Credit CardsPaymentsTransaction Processing

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 up-to-date on industry trends and technology

Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager

Additional responsibilities may be assigned as needed