Relationship Banker: Drive Growth & Exceptional Service

First Merchants Bank

New Albany (IN)

On-site

USD 35,000 - 52,000

Full time

6 days ago
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Benefits offered by this job

Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Indiana. You will execute on individual and team sales and service metrics to help the banking center achieve strategic goals, while delivering high-quality customer service and processing deposits, loans, and account openings.

You will engage clients to identify financial needs, recommend products, and educate them on digital tools.

Qualifications

  • High school diploma or equivalent; bank/sales experience preferred.
  • S.A.F.E Act registration required at hire through NMLS; must meet requirements within 3 months of hire.
  • Notary Public designation ability is required.
  • Ability to multi-task in a fast-paced environment.
  • In-depth knowledge of bank products and services across lines of business.

Responsibilities

  • Deliver high-quality customer service and accurately process bank transactions.
  • Open new consumer and business accounts and process loan applications.
  • Proactively engage clients to assess financial needs and recommend products and digital tools.
  • Maintain accurate client records and ensure compliance with policies and procedures.
  • Collaborate with team and leadership to achieve sales and service goals.
  • Ensure risk management and regulatory compliance across duties.

Skills

Customer service
Sales
Relationship management
Communication

Education

High school diploma

Tools

CRM systems
Banking software

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Indiana. You will execute on individual and team sales and service metrics to help the banking center achieve strategic goals, while delivering high-quality customer service and processing deposits, loans, and account openings.

You will engage clients to identify financial needs, recommend products, and educate them on digital tools.

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