Client Relationship Representative (Universal Banker)

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

Job summary

Join a forward-thinking financial organization as a Client Relationship Representative. This full-time role focuses on delivering exceptional customer service and facilitating banking transactions while promoting products that meet clients' financial needs. You will play a crucial role in building customer loyalty and ensuring compliance with regulations. The ideal candidate will have a strong sales background and a passion for helping others. This dynamic team values inclusion and diversity, making it a great place to grow your career and make a positive impact in the community. Apply today and start your journey with us!

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

Responsibilities

• Provide high-quality customer service and complete bank transactions.
• Sell bank products and contribute to banking center operations.

Skills

Customer Service

Sales Skills

Problem Solving

Cash Handling

Compliance Knowledge

Education

High School Diploma or Equivalent

Job description

Client Relationship Representative (Universal Banker)

Job Category: Branch Banking

Requisition Number: CLIEN010521

Posted: January 23, 2025

Location: Ferndale, MI 48220, USA

Description

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.

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.
• Build customer loyalty and advocates.
• Contribute to overall banking center operations by:
• Balancing cash, daily transactions, vault, and ATM.
• Ensuring compliance with regulations and reporting.
• Following information security policy and verification procedures to protect customer privacy.
• Assisting with opening and/or closing the banking center.
• Participate in a high-performing sales environment by:
• Selling bank products and making customer referrals.
• 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 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 months of experience selling products or services.
• Minimum of 1 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 months of hire date.
• Obtain Notary Public designation within twelve 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 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!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities