Client Relationship Representative (Universal Banker)

First Merchants Corporation; Bloomfield Hills (MI); On-site; USD 42,000 - 62,000; Full time

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Bloomfield Hills, MI. This role will execute on individual and team sales and service metrics to help the banking center achieve its goals, while delivering high-quality customer service by accurately completing bank transactions and opening deposit accounts.

You will proactively engage clients to understand financial needs, recommend products and digital tools, and support daily branch operations in a

Qualifications

• As part of this role you will:
• Customer Experience and Relationship Management: Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
• Proactive client engagement to understand current and future financial needs and recommend products, services, and digital solutions.
• Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
• Utilize customer feedback to strengthen client relationships, build loyalty, and create client advocates.
• Maintain accurate client records and account information to support ongoing relationship management.

Responsibilities

• Operational Excellence: Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
• Perform operational responsibilities as needed, including balancing cash, teller cash recyclers, vault, ATM, and branch transactions.
• Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, following policy.
• Support banking center operations by adhering to internal controls and daily security procedures; ensure compliance with policies and procedures.
• Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.

Job description

Client Relationship Representative (Universal Banker)

Job Category: Branch Banking

Requisition Number: CLIEN012699

• Posted : August 4, 2026
• Full-Time

Locations

Showing 1 location

Bloomfield Township
Bloomfield Hills, MI 48304, USA

Description

First Merchants Bank is seeking a Customer Relationship Representative to join ourteam! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals.

As part of this role you will:

• Customer Experience and Relationship Management
  • Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
  • Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
  • Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
  • Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
  • Maintain accurate client records and account information to support ongoing relationship management.
• Operational Excellence
  
  • Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
  • Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
  • Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
  • Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
  • Monitor and resolve deposit and loan exceptions in a timely manner and elevate issues as appropriate.
• Sales and Business Development
  • Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
  • Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
  • Open new consumer and business accounts and process loan applications for new and existing clients.
  • Util