Wage between $17.86 - $25.70

Benefits Eligible - Paid Holidays Off - Vacation & PTO

Position Summary

Retail Leads are the first line of assistance to the Retail Banking staff. They assist branch management with oversight of daily operations and performance within the branch.

Retail Leads build loyalty to the organization, implement procedures, create schedules, train, and oversee frontline tasks. Retail Leads are responsible for audit and compliance, communicating new policies and procedures to employees, and supporting implementation. These individuals provide assistance, retraining, and oversight as necessary.

Retail Leads independently make and communicate sound decisions based upon Bank policies, knowledge, and experience.

Essential Job Functions include but are not limited to:

• Schedule staff to maintain optimal coverage and standards of service.
• Train and ensure all retail staff understand and follow bank policies and procedures, while exercising good judgement ensuring that risk of fraud is minimized.
• Ensures Retail staff implements, observes, and understands audit functions and procedures, resulting in an acceptable audit rating.
• Perform retail duties as needed including customer transactions, opening and servicing deposit accounts, and consumer lending.
• Understand and promote Bank products, services, and A+ Customer Experience program.

Core Essential Job Requirements

• All employees must be able to interact in a friendly and courteous manner with customers and coworkers in order to foster a positive environment of mutual trust and respect.
• 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
• Demonstrate technical literacy through the efficient and effective use of the applications and technologies required for the role
• Demonstrate digital skills through the efficient and effective use of digital technologies and the Internet, to access, manage, and share information. Abilities include, but are not limited to, using a browser, search engines, online forms, audio, microphone, and camera functions on a PC or laptop.
• Accept feedback and redirection politely and professionally
• Assist other departments as needed
• Demonstrate regular attendance and punctuality
• Positively represent and promote Heartland Bank within the community
• Strong communication skills
• 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 support the Bank’s mission and vision and to further personal development

Other Job Requirements

• Participate in various retail and bank projects as necessary.

Digital Skills

Demonstrate the efficient and effective use of digital productivity tools, from basic to advanced, commensurate with specific job requirements, including Microsoft Word, Excel, Outlook, Skype, dual monitors, chat, and screen sharing, and take precautions against viruses. Interest and ability to learn new applications.

Education and Experience Requirements

• Associate's Degree preferred or equivalent combination of education and experience
• Minimum 3 years' experience in Banking
• Minimum 3 years' experience in Sales/Marketing/Retail
• Must comply with all requirements of the SAFE Act and obtain a Unique Identifier from the NMLS

Physical Requirements

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

Heartland Bank and Trust Company is an Equal Opportunity Employer, including disability/vets.