What are the responsibilities and job description for the Financial Institutions Relationship Manager position at Heartland?
Description
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 owners—then 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
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: https://jobs.globalpayments.com/en/why-global-payments/benefits/
Compensation
Ready to grow your career and your paycheck? Here’s the breakdown
Your total compensation will depend on your skills, performance, and location. Let’s 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.
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 owners—then 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.
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales “hunter”
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
- Enjoys cold-calling and speaking with people face to face
- Experience with Pipeline lead management
- 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
- High school diploma/GED
- At least two years of relevant experience
- Awareness
- Driven
- Resilient
- Respectful
- Committedness
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: https://jobs.globalpayments.com/en/why-global-payments/benefits/
Compensation
Ready to grow your career and your paycheck? Here’s the breakdown
- Base Salary: $40,000
- 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. Let’s 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.
Salary : $40,000
