Relationship Banker & Client Growth Specialist

First Merchants Brand; Town of Yorktown (NY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental and 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 Customer Relationship Representative to join our team at the Yorktown branch in Muncie, IN. This role delivers high-quality customer service, processes banking transactions, opens deposit accounts, and assists with loan applications.

You will build and maintain positive client relationships, meet sales and service goals, and actively engage clients to identify financial needs and offer digital banking solutions. Prior banking/retail experience is a plus.

Qualifications

• High school diploma or GED.
• At least 1 year in customer service, sales, banking, or related experience.
• S.A.F.E Act registration (NMLS) is a plus and Notary designation is a plus.

Responsibilities

• Deliver high quality customer service and address a wide range of banking needs.
• Proactively engage clients to understand financial needs and offer products and digital solutions.
• Open new accounts, process loan applications, and enroll customers in electronic banking.
• Maintain client records, manage inquiries, and help achieve sales/service goals.
• Support branch operations and ensure compliance with policies and procedures.

Skills

Customer service

Sales skills

Relationship management

CRM software

Banking operations

Education

High school diploma or GED

Tools

CRM software

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team at the Yorktown branch in Muncie, IN. This role delivers high-quality customer service, processes banking transactions, opens deposit accounts, and assists with loan applications.

You will build and maintain positive client relationships, meet sales and service goals, and actively engage clients to identify financial needs and offer digital banking solutions. Prior banking/retail experience is a plus.