Relationship Banker: Grow Clients & Digital Solutions

First Merchants Corporation; Plymouth (MI); On-site; USD 42,000 - 64,000; 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 in Plymouth, MI is seeking a Client Relationship Representative (Universal Banker) to deliver high-quality customer service, open deposits, process loan applications, and identify products to meet client needs. You will build relationships, cross-sell digital tools, and achieve individual and team targets in a busy banking center.

The role emphasizes proactive engagement, accurate records, and compliance with policies.

Qualifications

• High school diploma or equivalent (GED).
• At least 1 year banking/sales experience; at least 6 months selling products or services.
• S.A.F.E Act registration required at employment or within 3 months of hire.
• Ability to obtain Notary Public designation.

Responsibilities

• Deliver high-quality customer service addressing a wide range of banking needs.
• Proactively engage clients to understand financial needs and recommend products and digital tools.
• Resolve inquiries and complaints, ensuring timely, positive client experience.
• Maintain accurate client records and account information for ongoing relationship management.
• Open new consumer and business accounts and process loan applications.
• Utilize CRM and sales tools to document interactions and incentive activity.

Skills

Customer service

Sales experience

Financial product knowledge

Notary readiness

Education

High school diploma or GED

Job description

First Merchants Bank in Plymouth, MI is seeking a Client Relationship Representative (Universal Banker) to deliver high-quality customer service, open deposits, process loan applications, and identify products to meet client needs. You will build relationships, cross-sell digital tools, and achieve individual and team targets in a busy banking center.

The role emphasizes proactive engagement, accurate records, and compliance with policies.