Client Relationship Representative (Universal Banker) - Travel

First Merchants Corporation; Michigan; On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank is seeking a Client Relationship Representative to provide exceptional customer service and support sales goals. This full-time role involves responding to customer transactions, building loyalty, and ensuring compliance. Ideal candidates have sales experience and a high school diploma. Join us to make a meaningful impact in your community!

Benefits

Medical, Dental, and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Leave

Paid Holidays

Tuition Reimbursement

Additional Benefits

Qualifications

• At least 6 months of experience selling products or services.
• At least 1 year of sales, banking, or related experience.

Responsibilities

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

Skills

Customer Service

Sales

Communication

Education

High School Diploma

Job description

Client Relationship Representative (Universal Banker) - Travel

Job Category: Branch Banking

Requisition Number: CLIEN010927

Apply now

• Posted: May 9, 2025
• Full-Time

Locations

Showing 1 location

Monroe HQ
10 Washington St
Monroe, MI 48161, USA

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team! This full-time position focuses on providing high-quality customer service by accurately and efficiently completing bank transactions and suggesting products and services that meet the current and future financial needs of customers. We support you to exceed personal sales and service goals while delivering a meaningful customer experience.

As part of this role, you will:

• Respond to customer requests for banking transactions.
• Answer customer inquiries and problems with solutions that meet their current needs.
• Build customer loyalty and advocates.
• Contribute to overall banking center operation by:
• Balancing cash, daily transactions, vault, and ATM.
• Understanding and ensuring compliance, regulations, and reporting.
• Following information security policies and verification procedures to protect customer privacy.
• Assist with opening and/or closing the banking center.
• Participate in a high-performing sales environment by:
• Selling bank products, making customer referrals, and supporting goals.
• Knowing all bank products.
• Participating in meetings and coaching sessions.
• Lead and serve as an example by:
• Training, coaching, and guiding staff in operational and sales skills.
• Attending and completing necessary training.
• Leading sales and service activities at the banking center.
• Ensuring policies and procedures are followed during operations.

To succeed in this position, we require:

• High School Diploma or equivalent.
• At least 6 months of experience selling products or services.
• At least 1 year of sales, banking, or related experience.
• Extensive travel within the assigned region, with the ability to travel daily to banking centers.
• S.A.F.E. Act Registration through the Nationwide Mortgage Licensing System (NMLS) within 3 months of hire.
• Ability to obtain Notary Public designation.

Preferred qualifications:

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

First Merchants offers:

• Medical, Dental, and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Leave
• Paid Holidays
• Tuition Reimbursement
• Additional Benefits

About us:

First Merchants is committed to being a meaningful place to work and making a positive impact in the communities we serve, including consumers, businesses, and organizations. Our Vision, Mission, and Team values reflect our dedication to authentic service.

Our Vision: To enhance the financial wellness of the diverse communities we serve.

Our Mission: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team: We are a diverse group of colleagues passionate about positively impacting lives. We value inclusion and belonging.

Apply today to start your career with us!

Qualifications

Skills

Behaviors

Motivations:

Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer complies with federal employment laws and provides rights information from the Department of Labor.