Relationship Banker: Build Lasting Client Connections

First Merchants Corporation; Monroe (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Client Relationship Representative to join our team in a fast-paced, relationship-focused banking center. You will execute sales and service metrics, open deposit accounts, process loan applications, and guide clients toward digital tools to meet financial needs.

You will engage in proactive conversations, maintain client records, and balance daily transactions while delivering a meaningful customer experience and helping the branch achieve its goals.

Qualifications

• High school diploma or GED is required.
• Experience in banking, sales, or related field preferred.
• Ability to build and maintain client relationships and meet sales/service targets.

Responsibilities

• Deliver high-quality customer service by accurately processing bank transactions.
• Open deposit accounts and process loan applications.
• Identify and recommend products, services, and digital tools to meet client needs.
• Engage in sales and relationship-building activities to support goals.
• Maintain accurate client records and support branch operations.

Skills

Customer service

Sales experience

Relationship management

Communication skills

Multi-tasking

Education

High school diploma or GED

Tools

CRM system

Banking software

Job description

First Merchants Bank is seeking a Client Relationship Representative to join our team in a fast-paced, relationship-focused banking center. You will execute sales and service metrics, open deposit accounts, process loan applications, and guide clients toward digital tools to meet financial needs.

You will engage in proactive conversations, maintain client records, and balance daily transactions while delivering a meaningful customer experience and helping the branch achieve its goals.