Relationship Banker & Financial Solutions Expert

First Merchants Corporation; Columbus (OH); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

401k

HSA/FSA

Paid holidays

Tuition reimbursement

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our Columbus banking center. You will drive sales and service metrics, open deposit accounts, process loan applications, and promote digital tools to help clients meet financial goals.

In this role you will deliver high-quality service, manage relationships, and use CRM and sales tools to document interactions while supporting branch scorecard goals.

Qualifications

• High school diploma or GED required.
• Minimum 1 year banking, sales, or related experience; at least 6 months selling products or services.

Responsibilities

• Deliver high-quality customer service by handling general banking needs and opening deposits.
• Operate banking center transactions with accuracy and attention to policy.
• Open new consumer and business accounts and process loan applications.
• Educate clients on digital tools and enroll them in electronic banking.

Skills

Customer service

Sales

Relationship management

Banking knowledge

Education

High school diploma or GED

Tools

CRM software

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our Columbus banking center. You will drive sales and service metrics, open deposit accounts, process loan applications, and promote digital tools to help clients meet financial goals.

In this role you will deliver high-quality service, manage relationships, and use CRM and sales tools to document interactions while supporting branch scorecard goals.