Client Relationship Representative (Universal Banker)

First Merchants Corporation; Rochester (MI); On-site; USD 32,000 - 42,000; 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 is seeking a Customer Relationship Representative in Rochester, MI to deliver high-quality service and accurately process banking transactions while guiding customers to products that meet their financial needs.

The role supports sales goals, protects customer privacy, and participates in ongoing training to maintain compliance and service excellence. Prior banking experience and NMLS/S.A.F.E. Act familiarity are valued.

Qualifications

• High School Diploma or Equivalent.
• 6+ months of experience selling products or services.
• 1 year of sales, banking and/or related experience.
• S.A.F.E. Act Registration at time of employment through NMLS (must be met within 3 months of hire).
• Notary Public designation is required/preferred.
• Ability to multi-task in a fast-paced environment.
• In-depth knowledge of products/services offered by the bank.

Responsibilities

• Provide excellent customer service by responding to customer requests for banking transactions and inquiries.
• Balance cash, daily transactions, vault and ATM; ensure compliance and reporting.
• Sell bank products and make referrals to meet sales goals.
• Train, coach and guide staff with operational and sales skills; participate in training sessions.
• Assist in banking center operations and ensure policies and procedures are followed.

Skills

Customer service

Sales

Banking knowledge

Multi-tasking

NMLS/S.A.F.E. Act

Notary Public

Education

High School Diploma or equivalent

Job 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. 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.
• 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.
• 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

• 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."