Relationship Manager - Financial Institutions, EX

Financial Institutions Relationship Manager

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 it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's 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 (FI-RM) 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 FI-RM 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 short-cycle 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 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.

Desired Skills & Capabilities

Minimum Qualifications

Preferred Qualifications

Competencies

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.

Compensation

Ready to grow your career and your paycheck? Here's the breakdown :

Total earnings with Base Salary (OTE) : $100,000 - $130,000+

Your total compensation will depend on your skills, performance, and location. Let's build your future together Apply now!