Senior Banking Relationship Advisor

First-Merchants-Bank; Columbus (OH); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

HSA/FSA

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants is seeking a Senior Client Relationship Representative in Columbus, OH. The role focuses on delivering exceptional banking service, opening accounts, and processing loans while identifying opportunities across product lines.

Responsibilities include maintaining client records, driving sales and onboarding digital banking, and mentoring teammates within a compliant, risk-aware environment.

Qualifications

• High school diploma or equivalent (GED).
• Minimum of one year banking, sales, or related experience.
• Six months of experience selling products or services.
• S.A.F.E Act registration required at time of employment via NMLS; meet requirements within 3 months.
• 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.

Responsibilities

• Deliver a high quality customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications.
• Serve as a trusted advisor, conducting in-depth conversations to understand clients’ financial situations and recommend solutions.
• Lead and support banking center sales goals, deposits, lending, digital tools, and referrals.
• Provide senior guidance to teammates, participate in huddles, coaching, and onboarding new hires.
• Ensure adherence to regulatory, compliance, and information security requirements, including BSA, OFAC, CIP, EDD, and related reporting standards.

Job description

First Merchants is seeking a Senior Client Relationship Representative in Columbus, OH. The role focuses on delivering exceptional banking service, opening accounts, and processing loans while identifying opportunities across product lines.

Responsibilities include maintaining client records, driving sales and onboarding digital banking, and mentoring teammates within a compliant, risk-aware environment.