Heartland
Relationship Manager - Financial Institutions
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Relationship Manager - Financial Institutions
role at
Heartland Relationship Manager - Financial Institutions
1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager - Financial Institutions
role at
Heartland Get AI-powered advice on this job and more exclusive features. 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. 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
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
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
Minimum Qualifications
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 4+ years of sales experience
Preferred Qualifications
High school diploma/GED At least two years of relevant experience
Competencies
Awareness Driven Resilient Respectful Committedness
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. 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:
Total earnings with Base Salary (OTE): $100,000 - $130,000+
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Financial Services and IT Services and IT Consulting Referrals increase your chances of interviewing at Heartland by 2x Get notified about new Relationship Manager jobs in
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Join to apply for the
Relationship Manager - Financial Institutions
role at
Heartland Relationship Manager - Financial Institutions
1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager - Financial Institutions
role at
Heartland Get AI-powered advice on this job and more exclusive features. 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. 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
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
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
Minimum Qualifications
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 4+ years of sales experience
Preferred Qualifications
High school diploma/GED At least two years of relevant experience
Competencies
Awareness Driven Resilient Respectful Committedness
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. 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:
Total earnings with Base Salary (OTE): $100,000 - $130,000+
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Financial Services and IT Services and IT Consulting Referrals increase your chances of interviewing at Heartland by 2x Get notified about new Relationship Manager jobs in
Albany, NY . Albany, NY $129,000.00-$206,000.00 2 weeks ago Business Relationship Manager I- Officer
Albany, NY $100,000.00-$115,000.00 1 month ago Account Executive - Employee Benefits (Hybrid)
Albany, NY $60,000.00-$110,000.00 1 week ago Clifton Park, NY $61,000.00-$110,000.00 6 days ago Albany, NY $54,000.00-$56,000.00 3 days ago Account Executive / Strategic Account Executive
Albany, NY $50,000.00-$120,000.00 2 weeks ago Albany, NY $22,000.00-$94,000.00 1 week ago Albany, NY $50,000.00-$120,000.00 2 days ago Affluent Personal Lines Account Manager (N.East-hybrid or remote)
Albany, NY $59,000.00-$77,000.00 2 weeks ago Albany, NY $100,000.00-$130,000.00 2 weeks ago Vice President - Global Relationship Manager - Energy/Utilities/Oil & Gas/Manufacturing
Schenectady County, NY $200,000.00-$250,000.00 1 day ago Albany, NY $65,000.00-$75,000.00 1 week ago Specialty Account Executive (Dental & Vision)
Albany, NY $56,855.00-$121,543.00 3 days ago Latham, NY $80,000.00-$90,000.00 3 months ago Sr. Account Manager - Employee Benefits (Hybrid)
Albany, NY $70,000.00-$100,000.00 4 days ago REMOTE - Commercial Lines Account Manager (Must live in MA or RI)
Albany, NY $60,000.00-$80,000.00 2 weeks ago Albany, NY $165,000.00-$185,000.00 1 day ago Affluent Personal Lines Account Executive/New Business Dev (N.East-hybrid o
Albany, NY $75,000.00-$90,000.00 2 weeks ago Strategic Account Executive - Laboratory Diagnostic Sales
Albany, NY $87,600.00-$125,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr