Client Relationship Banker: Grow with Digital Solutions

First Merchants Corporation; Upper Arlington (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical Insurance

401k

HSA/FSA

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Upper Arlington, OH. This role delivers high-quality customer service, processes banking transactions, opens deposit accounts, and assists with loan applications, driving sales and servicing goals in a busy branch.

You will engage clients, identify financial needs, and educate them on digital solutions, while maintaining accurate records and supporting branch operations.

Qualifications

• High school diploma or equivalent (GED).
• Minimum of one (1) year of customer service, sales, banking, or related experience.

Responsibilities

• Deliver high-quality customer service by addressing a wide range of banking needs in a fast-paced, relationship-focused environment.
• Proactively engage clients to understand financial needs and recommend products, services, and digital solutions.
• Open new consumer and business accounts and process loan applications for clients.
• Utilize CRM and sales tools to document and manage client interactions and incentive activity.
• Maintain accurate client records and support relationship management across the banking center.

Skills

Customer service

Sales

Relationship building

Education

High school diploma or equivalent

Tools

CRM

Banking systems

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Upper Arlington, OH. This role delivers high-quality customer service, processes banking transactions, opens deposit accounts, and assists with loan applications, driving sales and servicing goals in a busy branch.

You will engage clients, identify financial needs, and educate them on digital solutions, while maintaining accurate records and supporting branch operations.