Relationship Banker | Universal Banker, Client Solutions

First Merchants Brand; Muncie (IN); In loco; USD 38.000 - 54.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Descrizione del lavoro

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team. This full-time role focuses on delivering high-quality customer service by accurately handling bank transactions and recommending products to meet financial needs.

As part of the role, you will respond to transaction requests, answer inquiries, and help build customer loyalty while ensuring compliance and privacy.

Competenze

• High School Diploma or Equivalent.
• Minimum 6 months of sales experience.
• Minimum 1 year of sales, banking and/or related experience.
• Extensive travel required, travel daily to banking centers within assigned region.
• S.A.F.E. Act Registration at time of employment through NMLS; within 3 months of hire date.
• Ability to obtain Notary Public designation.
• Ability to multi-task in a fast-paced environment.
• In-depth knowledge of bank products across lines of business.

Mansioni

• Respond to customer requests for banking transactions.
• Answer customer inquiries and problems with solutions that meet current needs.
• Continually build customer loyalty and customer advocates.
• Balance cash, daily transactions, vault and ATM.
• Understand and ensure compliance, regulations and reporting.
• Follow information security policy and verification procedures to protect customer privacy.
• Assist with opening and/or closing banking center.
• Sell bank products, make customer referrals and other activities to support the goals.
• Know about all bank products and participate in meetings.
• Lead and coach staff with operational and sales skills.
• Attend and complete applicable training sessions.
• Actively participate in leading the sales and service activities at the Banking Center.
• Assist in banking center operations and ensure policies and procedures are followed.

Conoscenze

Customer service

Sales experience

Banking product knowledge

Notary Public designation

S.A.F.E. Act knowledge

Multi-tasking

Travel readiness

Formazione

High School Diploma or Equivalent

Descrizione del lavoro

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team. This full-time role focuses on delivering high-quality customer service by accurately handling bank transactions and recommending products to meet financial needs.

As part of the role, you will respond to transaction requests, answer inquiries, and help build customer loyalty while ensuring compliance and privacy.