Client Relationship Representative (Universal Banker)

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

Job summary

An established industry player is seeking a Client Relationship Representative to provide exceptional customer service and support banking transactions. This full-time role involves actively engaging with clients, ensuring compliance with regulations, and fostering customer loyalty. The ideal candidate will have a strong sales background and a passion for helping customers achieve their financial goals. Join a dynamic team that values inclusion and strives to make a positive impact in the community. This opportunity is perfect for those looking to grow their career in a supportive environment.

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.
• Understanding of banking regulations and compliance.

Responsibilities

• Respond to customer requests for banking transactions.
• Sell bank products and build customer loyalty.
• Train and guide staff in operational and sales skills.

Skills

Customer Service

Sales Skills

Banking Knowledge

Compliance Knowledge

Education

High School Diploma or Equivalent

Job description

Client Relationship Representative (Universal Banker)

Job Category: Branch Banking

Requisition Number: CLIEN010821

Apply now

• Posted : April 10, 2025
• Full-Time

Locations

Showing 1 location

West Lafayette
2329 N Salisbury Street
Lafayette, IN 47906, USA

West Lafayette
2329 N Salisbury Street
Lafayette, IN 47906, USA

First Merchants Bank is seeking a Customer Relationship Representative to join ourteam! 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:

• 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.
• Obtain Notary Public designation within twelve (12) 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, 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."

Apply today to begin your career with us!

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Licenses & Certifications

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.