Relationship Banking Specialist

First Merchants Corporation; Clarksville (IN); On-site; USD 42,000 - 60,000; 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. This role focuses on delivering high-quality customer service while processing banking transactions, opening deposit accounts, and assisting with loan applications.

The position emphasizes proactive client conversations to understand financial needs and to recommend products, services, and digital solutions. You will help build strong client relationships and contribute to sales and service goals in a

Qualifications

• High school diploma or equivalent (GED).
• A minimum of one (1) year of customer service, sales, banking, or related experience.
• S.A.F.E Act registration may be required within three (3) months of hire; Notary Public designation may be obtained later.

Responsibilities

• Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused environment.
• Identify customer needs and recommend appropriate banking products and digital solutions.
• Open new consumer and business accounts and process loan applications for new and existing clients.
• Document and track client interactions using CRM tools and achieve sales/service goals.
• Support banking center operations and ensure compliance with internal controls and policies.

Skills

Customer service

Relationship management

Sales

Banking operations

Education

High school diploma or GED

Tools

CRM

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team. This role focuses on delivering high-quality customer service while processing banking transactions, opening deposit accounts, and assisting with loan applications.

The position emphasizes proactive client conversations to understand financial needs and to recommend products, services, and digital solutions. You will help build strong client relationships and contribute to sales and service goals in a