Relationship Banker: Grow Clients & Deliver Service

First Merchants Bank; Ann Arbor (MI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Base Pay PLUS Bonuses

Medical Dental and Vision Insurance

401k

Health Savings and Flexible Spending

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 Michigan. You will deliver high-quality customer service, process bank transactions, open deposit accounts, and assist with loan applications while identifying chances to cross-sell products and digital tools to meet clients' financial needs.

In this role you will build relationships, manage client records, and contribute to sales and service goals through proactive engagement and effective use of CRM and

Qualifications

• High school diploma or equivalent (GED).
• Minimum of one year of banking, sales, or related experience.
• At least six months of experience selling products or services.
• Ability to obtain Notary Public designation.
• Ability to multi-task in a fast-paced environment.
• In-depth knowledge of bank products and services.

Responsibilities

• Deliver high-quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications.
• Identify and recommend products, services, and digital tools to meet clients' current and future financial needs.
• Execute on individual and team sales and service metrics to achieve goals.
• Maintain accurate client records and support relationship management.
• Handle operational tasks including deposits, withdrawals, loan payments, and account servicing.

Skills

Customer service

Relationship management

Sales

CRM usage

Education

High school diploma or GED

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Michigan. You will deliver high-quality customer service, process bank transactions, open deposit accounts, and assist with loan applications while identifying chances to cross-sell products and digital tools to meet clients' financial needs.

In this role you will build relationships, manage client records, and contribute to sales and service goals through proactive engagement and effective use of CRM and