Relationship Banker: Drive Growth & Service

FIRST MERCHANTS BANK NA; Columbus (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team. This role will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company.

Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current

Qualifications

• Delivers high-quality customer service across banking needs.
• Builds and maintains client relationships to strengthen loyalty.
• Drives sales and service metrics through guided conversations.

Responsibilities

• Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
• Proactively engage clients to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
• Open new consumer and business accounts and process loan applications for new and existing clients; enroll clients in electronic banking products during onboarding.
• Use CRM and sales tools to document, track, and manage client interactions and incentive plan activity.

Skills

Customer service

Relationship management

Sales

Communication

Tools

CRM tools

Digital banking tools

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team. This role will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company.

Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current