Senior Banking Relationship Advisor

First Merchants Brand; Michigan; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Vacation/Sick Time

Job summary

First Merchants seeks a Senior Customer Relationship Representative to deliver high-quality customer service, handle bank transactions, open accounts, and process loan applications. The role emphasizes identifying financial needs and offering integrated solutions across product lines to build loyalty and drive growth.

The position requires banking or sales experience, a SAFÉ Act readiness timeline, and the ability to multitask in a fast-paced environment while maintaining strong client

Qualifications

• High school diploma or GED required, related banking or sales experience preferred.
• Ability to achieve individual and team sales goals while delivering quality customer service.
• Experience navigating regulatory and compliance requirements in banking environments.
• Notary or SAFe Act readiness is desirable within three months of hire.

Responsibilities

• Deliver exceptional customer service by handling transactions and account activities accurately.
• Identify client needs and recommend integrated financial solutions across product lines.
• Open new consumer and business accounts and process loan applications with accuracy.
• Maintain client records and support onboarding of digital banking tools.

Skills

Customer service

Relationship management

Sales goal achievement

multitasking

Education

High school diploma or GED

Tools

CRM system

Job description

First Merchants seeks a Senior Customer Relationship Representative to deliver high-quality customer service, handle bank transactions, open accounts, and process loan applications. The role emphasizes identifying financial needs and offering integrated solutions across product lines to build loyalty and drive growth.

The position requires banking or sales experience, a SAFÉ Act readiness timeline, and the ability to multitask in a fast-paced environment while maintaining strong client