Relationship Banking Specialist (Universal Banker)

First Merchants Brand; Muncie (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Paid Holidays

Tuition Reimbursement

Job summary

First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to deliver high-quality customer service, process deposits and loans, and grow relationships within a fast-paced banking center. You will identify customer needs and promote digital tools while meeting sales and service metrics.

The role emphasizes relationship management, collaboration with the team, and adherence to compliance while supporting branch operations and client onboarding.

Qualifications

• High school diploma or equivalent.
• 1 year of banking, sales, or related experience; 6 months selling products or services.

Responsibilities

• Provide high quality customer service and accurately complete bank transactions.
• Open deposit accounts and process loan applications.
• Identify and recommend products, services, and digital tools to meet financial needs.
• Maintain accurate client records and support relationship management.
• Process transactions and support branch operations.
• Open new consumer and business accounts and process loan applications.

Skills

Customer service

Sales skills

Interpersonal skills

Education

High school diploma or equivalent

Tools

CRM

Job description

First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to deliver high-quality customer service, process deposits and loans, and grow relationships within a fast-paced banking center. You will identify customer needs and promote digital tools while meeting sales and service metrics.

The role emphasizes relationship management, collaboration with the team, and adherence to compliance while supporting branch operations and client onboarding.