Client Relationship Representative Hire Ahead

First Merchants Corporation; Schererville (IN); On-site; USD 37,000 - 54,000; Full time

Benefits offered by this job

Base Pay PLUS Bonuses

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank seeks a Customer Relationship Representative (Universal Banker) to join our team in a full-time, customer-focused role. You will accurately and efficiently complete bank transactions while recommending products and services to meet customers' financial needs.

You will thrive in a high-energy sales environment, balance cash, support banking center operations, stay compliant with regulations, and participate in required training.

Qualifications

• High School Diploma or Equivalent required.
• Minimum of 6 months of experience selling products or services.
• Minimum of 1 year of sales, banking and/or related experience.
• Ability to travel daily to banking centers within assigned region; valid driver’s license.
• S.A.F.E. Act Registration through NMLS within 3 months of hire.
• Ability to obtain Notary Public designation.

Responsibilities

• Provide excellent customer service by handling banking transactions and inquiries.
• Balance cash, daily transactions, vault and ATM.
• Sell bank products and make customer referrals to support goals.
• Train and guide staff; participate in training sessions.
• Ensure policies, procedures and information security are followed.

Skills

Customer service

Sales

Banking knowledge

Education

High School Diploma or Equivalent

Notary Public designation

Job description

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) 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

• Provide excellent customer service by:
  • Responding to customer requests for banking transactions.
  • Answering customer inquiries and problems with solutions that meet the customer’s current needs.
  • Continually building customer loyalty and customer advocates.
• Contribute to overall banking center operation by:
  • Balance 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 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 ensure 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.
• Ability to travel daily to banking centers within assigned region until permanent location is determined. Valid driver’s license and transportation.
• 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.
• Ability to obtain Notary Public designation.

The Following Would Be a Plus

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

First Merchants Offers The Following

• Base Pay PLUS Bonuses
• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• 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."