Senior Banking Relationship Advisor

First Merchants Brand; Milwaukee (WI); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Job summary

First Merchants Brand in Columbus, OH seeks a Senior Client Relationship Representative to deliver exceptional customer service, manage complex transactions, and open accounts. You will identify financial solutions across product lines, meet sales goals, and support onboarding to digital banking services.

Responsibilities include handling higher-risk requests per policy, mentoring teammates, and maintaining accurate client records while adhering to regulatory standards.

Qualifications

• High school diploma or GED required.
• Ability to multi-task in a fast-paced environment.
• S.A.F.E Act registration at time of employment or within three months.

Responsibilities

• Deliver high-quality customer service by accurately completing bank transactions and opening accounts.
• Process loan applications and identify opportunities to meet clients' financial needs across product lines.
• Open new consumer and business accounts and process loan applications with high accuracy.
• Lead with sales goals, onboard clients to digital banking, and manage CRM activity.

Education

High school diploma or equivalent (GED)

Job description

First Merchants Brand in Columbus, OH seeks a Senior Client Relationship Representative to deliver exceptional customer service, manage complex transactions, and open accounts. You will identify financial solutions across product lines, meet sales goals, and support onboarding to digital banking services.

Responsibilities include handling higher-risk requests per policy, mentoring teammates, and maintaining accurate client records while adhering to regulatory standards.