Relationship Banking Specialist

First Merchants Bank; Ladoga (IN); On-site; USD 39,000 - 45,000; 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 and help drive sales and service metrics.

You will execute on diverse banking needs, open deposits, process loans, and promote digital tools while delivering an exceptional customer experience. The role emphasizes relationship building, cross-selling, and accurate record-keeping within a fast-paced banking center.

Qualifications

• High school diploma or equivalent (GED).
• Minimum of one (1) year of banking, sales, or related experience; at least six months of experience selling products or services.
• S.A.F.E Act registration at the time of employment through NMLS; meet requirements within three (3) months of hire.
• Ability to obtain Notary Public designation.
• Ability to multi-task in a fast-paced environment.
• In-depth knowledge of products/services offered by the bank (all lines of business).

Responsibilities

• Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
• Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
• Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
• Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
• Maintain accurate client records and account information to support ongoing relationship management.
• Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier's checks, money orders, and change orders.
• Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
• Open new consumer and business accounts and process loan applications for new and existing clients.
• Educate clients about electronic banking products and services during onboarding.
• Document client interactions and incentive plan activity using CRM and sales tools.
• Pursue new business opportunities and referral partnerships for merchant services, treasury management, mortgages, and investments.

Skills

Customer service

Sales

Relationship management

Communication

Education

High school diploma or GED

Tools

CRM software

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team and help drive sales and service metrics.

You will execute on diverse banking needs, open deposits, process loans, and promote digital tools while delivering an exceptional customer experience. The role emphasizes relationship building, cross-selling, and accurate record-keeping within a fast-paced banking center.