Commercial Client Support Specialist | Banking Ops

First Merchants Brand; Indianapolis (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Paid Holidays

Vacation/Sick Time

Tuition Reimbursement

Job summary

First Merchants Bank is seeking a Commercial Client Support Specialist to join our Indianapolis team. This role supports the Commercial Banking unit by processing loan requests, assisting with portfolio management, and delivering superior client service.

Responsibilities include transaction support, account servicing, research for compliant handling of activities, and mitigating fraud risk while maintaining regulatory standards. Notary designation may be pursued within six months.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Microsoft Office

Notary within 6 months

Education

High school diploma or equivalent

Three years banking/administration experience

Job description

First Merchants Bank is seeking a Commercial Client Support Specialist to join our Indianapolis team. This role supports the Commercial Banking unit by processing loan requests, assisting with portfolio management, and delivering superior client service.

Responsibilities include transaction support, account servicing, research for compliant handling of activities, and mitigating fraud risk while maintaining regulatory standards. Notary designation may be pursued within six months.