Commercial Client Support Specialist

First Merchants Brand; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401k

HSA & FSA

Paid Holidays

Tuition Reimbursement

Job summary

First Merchants Bank is seeking a Commercial Client Support Specialist to join our Commercial Banking team. This role acts as a specialist partner to drive processing of loan requests and support portfolio management, delivering high‑impact service with precision and urgency.

You will resolve client needs, ensure compliance with procedures, and collaborate across departments to mitigate risk and improve efficiency.

Qualifications

• High school diploma or GED required.
• Three years of administration, banking or financial services experience, or a combination.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams).
• Ability to obtain Notary Public designation within 6 months.

Responsibilities

• Assist with Commercial Lending requests and support portfolio management.
• Provide exceptional customer service to commercial clients for a positive experience.
• Support non-monetary account operations and research to ensure timely, compliant handling of transactions.
• Collaborate with Commercial Banking team to identify and address portfolio risks.
• Uphold regulatory and compliance standards and support audit readiness.
• Participate in special projects as directed by management.
• Assist in fraud risk mitigation and liaise with clients and internal teams.
• Identify opportunities to improve banking and internal processes.

Skills

Customer service

Attention to detail

Time management

Independent work

Education

High school diploma or GED

Tools

Microsoft Office

Job description

First Merchants Bank is seeking a Commercial Client Support Specialist to join our team! This position will serve a critical role as a specialist partner to the Commercial Banking team by driving the successful processing of commercial loan requests and actively supporting portfolio management. Deliver high-impact customer service by efficiently resolving client needs with precision and urgency, ensuring a seamless banking experience. Mitigate operational and reputational risk through strict compliance with established procedures and regulatory standards. Proactively identify and address portfolio needs, contributing to team efficiency and client satisfaction. To thrive in this role, one must demonstrate adaptability in a dynamic workflow, excel at learning quickly in a fast-paced environment, and manage multiple priorities with confidence and consistency – ultimately supporting the bank’s ability to grow market share.

• Execute and support Commercial Lending Requests with Specialist Expertise.
• Deliver exceptional customer service to commercial clients to ensure a positive client experience.
• Transaction Support & Account Servicing responsibilities for executing and overseeing a range of non-monetary tasks that support accurate and efficient client account operations. This includes research in order to ensure timely and compliant handling of complex transaction activities and account maintenance.
• Act as a proactive partner to the Commercial Banking team by supporting portfolio management activities, identifying potential issues early, and taking action to mitigate risk and maintain portfolio stability.
• Uphold all regulatory and compliance standards by consistently validating that all activities meet required standards, supporting audit readiness and organizational integrity.
• Participate in special projects as assigned by Management.
• Mitigates fraud risk through prompt response, proactive prevention, and coordination between clients, internal fraud team and relationship manager.
• Identify opportunities to improve banking and internal operational processes.

To be successful in this position, we require the following:

• High school diploma or equivalent (GED).
• Minimum of three (3) years administration, banking or financial services experience, three (3) years education in a related field, or a combination thereof.
• Demonstrated experience with Microsoft Office (Word, Excel, Outlook, Teams).
• Ability to obtain Notary Public Designation within 6 months.

The following would be a plus:

• Prior experience supporting commercial lending, document preparation, or loan servicing is highly desirable.
• Familiarity with banking terminology.
• Basic understanding of banking regulations and compliance-related areas such as KYC, OFAC and CIP
• Strong analytical and organizational skills, attention to detail, and time management
• Effective verbal and written communication skills.
• Ability to work independently while maintaining collaborative relationships with internal departments
• Ability to multi-task in an independent work environment

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."

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.