Client Relationship Specialist - Banking Solutions

First Merchants Bank; Milan Township (MI); On-site; USD 38,000 - 56,000; 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 to join our team. This role focuses on delivering high-quality customer service, processing banking transactions, opening deposit accounts, and assisting with loan applications to meet customers' financial needs.

You will identify customer needs, promote banking products and digital tools, and contribute to the branch's sales and service goals while maintaining accurate client records and complying with all policies.

Qualifications

• High school diploma or GED required.
• Minimum of one year in customer service, sales, banking, or related experience.
• Notary Public designation is a plus.

Responsibilities

• Deliver high-quality customer service in a fast-paced banking center environment.
• Proactively engage clients to understand current and future financial needs and recommend products, services, and digital solutions.
• Resolve inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
• Maintain accurate client records and account information to support relationship management.
• Process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits and other transaction types.
• Open new consumer and business accounts and process loan applications for new and existing clients.
• Educate clients and enroll them in electronic banking products and services during account opening and onboarding.
• Document client interactions and incentive plan activity in CRM and sales tools.
• Recognize and pursue new business opportunities, including referrals for merchant services, treasury management, mortgages, and investments.
• Adhere to internal controls and comply with policies, procedures, and regulatory requirements.

Skills

Customer service

Sales experience

Banking knowledge

Education

High school diploma or GED

Notary Public designation

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team. This role focuses on delivering high-quality customer service, processing banking transactions, opening deposit accounts, and assisting with loan applications to meet customers' financial needs.

You will identify customer needs, promote banking products and digital tools, and contribute to the branch's sales and service goals while maintaining accurate client records and complying with all policies.