Client Relationship Representative (Universal Banker)

First Merchants Corporation; Indianapolis (IN); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Customer Relationship Representative to deliver exceptional service and support customers' financial needs. This full-time role emphasizes building customer loyalty while achieving personal sales goals. You will engage with clients, resolve inquiries, and actively participate in a dynamic sales environment. The ideal candidate will possess strong communication skills and a passion for customer service. Join a team that values diversity and inclusion, and make a meaningful impact in the community while advancing your career in the banking sector.

Benefits

Medical, Dental, and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Qualifications

• 6 months of experience in sales or customer service.
• S.A.F.E. Act Registration required within 3 months of hire.

Responsibilities

• Respond to customer requests for banking transactions.
• Sell bank products and contribute to sales goals.
• Assist in banking center operations and compliance.

Skills

Customer Service

Sales Skills

Problem Solving

Communication

Education

High School Diploma or Equivalent

Job description

Client Relationship Representative (Universal Banker)

Job Category: Branch Banking

Requisition Number: CLIEN010747

Posted: March 21, 2025

Type: Full-Time

Locations

Showing 1 location

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full-time position will focus on providing high-quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.

As part of this role you will:

• Respond to customer requests for banking transactions.
• Answer customer inquiries and problems with solutions that meet the customer’s current needs.
• Continually build customer loyalty and customer advocates.
• Contribute to overall banking center operation by:
• Balancing cash, daily transactions, vault, and ATM.
• Understanding and ensuring compliance, regulations, and reporting.
• Following information security policy and verification procedures to protect customer privacy.
• Assist with opening and/or closing the banking center.
• Actively participate in a high-performing sales environment by:
• Selling bank products, making customer referrals, and other activities to support the goals.
• Knowing about all bank products.
• Participating in daily/weekly meetings and coaching sessions.
• Lead and act as an example to others by:
• Training, coaching, and guiding staff with operational and sales skills.
• Attending and/or completing applicable and required training sessions.
• Actively participating in leading the sales and service activities at the Banking Center.
• Assisting in banking center operations and ensuring policies and procedures are followed.

To be successful in this position, we require the following:

• High School Diploma or Equivalent.
• Minimum of 6 (six) months of experience selling products or services.
• Minimum of 1 (one) year of sales, banking, and/or related experience.
• S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
• Obtain Notary Public designation within twelve (12) months of employment.

The following would be a plus:

• Prior banking experience.
• Ability to sell and cross-sell bank products and services.

First Merchants offers the following:

• Medical, Dental, and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Tuition Reimbursement
• Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses, and other organizations. Our Vision, Mission, and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is: To enhance the financial wellness of the diverse communities we serve.

Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!