Client Relationship Representative (Part time 20-24 hours)

First Merchants Brand; Morgantown (WV); On-site; USD 19,000 - 28,000; Part time

Benefits offered by this job

Additional Benefits

Job summary

First Merchants Bank in Morgantown, IN is seeking a part-time Client Relationship Representative (Universal Banker) to deliver high-quality customer service by handling banking transactions and guiding customers toward suitable products and services.

The role emphasizes sales within a supportive team, cash handling, compliance, notary eligibility, and active participation in training and daily sales/service activities to meet branch goals.

Qualifications

• High School Diploma or Equivalent.
• Minimum of 6 months of experience selling products or services.
• Minimum of 1 year of sales, banking and/or related experience.
• S.A.F.E. Act Registration required within 3 months of hire.
• Ability to obtain Notary Public designation.
• Ability to multi-task in a fast-paced environment.
• In-depth knowledge of bank products across lines of business.

Responsibilities

• Respond to customer requests for banking transactions.
• Answer inquiries and problems with solutions meeting current needs.
• Balance cash, daily transactions, vault and ATM.
• Ensure compliance, regulations and reporting.

Skills

Sales experience

Customer service

Multi-tasking

Education

High School Diploma or Equivalent

Notary Public designation (bonus)

Tools

S.A.F.E. Act knowledge

Job description

Client Relationship Representative (Part time 20-24 hours)

Job Category: Branch Banking

Requisition Number: CLIEN013089

• Posted : October 23, 2026
• Part-Time

Locations

Showing 1 location

Morgantown
Morgantown, IN 46160, USA

Description

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) – Part Time to join ourteam! This part-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:

• 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.
• 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.
• Ability to multi-task in a fast-paced environment.
• In-depth knowledge of products/services offered by the bank (all lines of business).

The following would be a plus:

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

First Merchants offers the following:

• 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."

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.