Dynamic Universal Banker: Relationship & Sales Leader

First Merchants Corporation

Lafayette, Northern (IN, KY)

Hybrid

USD 36,000 - 48,000

Full time

38 hours ago
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Benefits offered by this job

Medical, Dental and Vision Insurance
401k
Paid Holidays
Tuition Reimbursement

Job summary

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve in Lafayette, IN. This full-time role focuses on delivering high-quality customer service, processing banking transactions, and recommending products and services to meet customers’ financial needs.

The position emphasizes building customer loyalty, maintaining policies, and contributing to a high-performing sales environment through teamwork, coaching, and training.

Qualifications

  • 2+ years of sales or banking experience preferred.
  • Strong customer service and problem-solving skills.
  • Knowledge of bank products and referrals for cross-selling.
  • Ability to multi-task in a dynamic branch environment.
  • S.A.F.E. Act registration and Notary eligibility preferred or able to obtain.

Responsibilities

  • Respond to customer requests for banking transactions.
  • Answer inquiries and provide solutions meeting customer needs.
  • Balance cash, daily transactions, vault and ATM operations.
  • Ensure compliance with regulations and reporting requirements.
  • Sell bank products and make customer referrals; know all bank offerings.
  • Assist with opening and/or closing the banking center.
  • Participate in sales and service activities and training sessions.

Skills

Sales experience
Customer service
Banking product knowledge
Multi-tasking
Notary eligibility

Education

High School Diploma or Equivalent

Job description

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve in Lafayette, IN. This full-time role focuses on delivering high-quality customer service, processing banking transactions, and recommending products and services to meet customers’ financial needs.

The position emphasizes building customer loyalty, maintaining policies, and contributing to a high-performing sales environment through teamwork, coaching, and training.

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