Retail Assistant

Position Summary

The Retail Assistant creates the first impression of Heartland Bank & Trust thus this position requires a person that possesses a high level of Heartland’s values of professionalism, integrity, loyalty, and customer service. The Retail Assistant's primary responsibilities are to greet and assist customers and provide administrative support to all Branch staff.

Essential Job Functions include but are not limited to:

• Create a welcoming and helpful first impression by greeting and assisting customers, handling their inquiries by researching issues and responding to clients or directing them to the appropriate persons according to their needs.
• Provide administrative support to all Branch staff
• Manage Safe Deposit Boxes when applicable
• Operate telephone switchboard to answer, screen and forward calls, providing information, taking messages and scheduling appointments.
• Perform administrative duties such as ordering supplies, ordering checks, scheduling conference rooms, maintaining equipment, shipping and receiving, opening, reading, routing, and distributing incoming mail or other materials
• Responsible for unlocking and locking lobby doors in accordance with Bank hours
• Maintain and post branch signage

Core Essential Job Requirements

• All employees must be able to relate well to customers and coworkers in a positive atmosphere of mutual respect without exhibiting behavioral extremes
• Provide exceptional customer care (both internal and external) in a manner that satisfies individual needs of each customer and builds loyalty to Heartland Bank
• Maintain confidentiality of all customer and employee information
• Demonstrate attention to detail and produce accurate, high quality work
• Produce an amount of work that meets or exceeds job expectations
• Fully utilize systems, tools, training and resources provided to maximize potential
• Respond positively to feedback and redirection
• Assist other departments as needed
• Demonstrate regular attendance and punctuality
• Positively promote Heartland Bank within the community
• Speak English clearly
• Make calls on customers and non-customers to develop new business and to enhance relationships with existing customers
• Participate in various professional associations (exempt-employees) and community activities to enhance the Bank’s image and to further personal development

Computer Skills

• Basic computer skills with interest and ability to learn new applications
• Proficient in Onbase look up, Xperience inquiry, Xperience Teller, ISNet, OTRS usage, Synapsys usage, OnBoard Deposits, eSign and all standard Microsoft applications.

Education and Experience Requirements

• High School diploma or equivalent
• Minimum one year experience in Customer Service preferred

Physical Requirements

• Regularly: reaching with arms and hands, stooping, kneeling, crouching, and/or crawling, talking, feeling/touching, vision - close, peripheral, depth, ability to adjust focus, lifting objects up to 30 pounds
• Frequently: standing, walking, hearing
• Occasionally: sitting, climbing and/or balancing

Heartland Bank and Trust Company is an Equal Opportunity Employer