Senior Banking Relationship Advisor

First-Merchants-Bank; Royal Oak (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401k

Vacation/Sick Time

Tuition Reimbursement

Job summary

First Merchants is seeking a Senior Customer Relationship Representative in Royal Oak, MI to deliver a high-quality service by accurately completing bank transactions, opening accounts, and processing loan applications, while identifying products and services to meet clients’ financial needs.

You will meet or exceed individual and team sales goals, support onboarding to digital tools, and mentor teammates, all within regulatory and policy guidelines.

Qualifications

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

Responsibilities

• Deliver a consistently exceptional client experience by managing complex service and relationship needs in a fast-paced banking center.
• Serve as a trusted advisor by discussing clients' financial situations and recommending integrated solutions across product lines.
• Act as escalation point for advanced client inquiries with timely, accurate resolution and follow-through.
• Proactively strengthen client relationships by leveraging insights to build loyalty and retention.
• Maintain accurate and complete client records to support relationship building.

Skills

Customer Experience

Relationship Management

Sales Leadership

Regulatory Compliance

Job description

First Merchants is seeking a Senior Customer Relationship Representative in Royal Oak, MI to deliver a high-quality service by accurately completing bank transactions, opening accounts, and processing loan applications, while identifying products and services to meet clients’ financial needs.

You will meet or exceed individual and team sales goals, support onboarding to digital tools, and mentor teammates, all within regulatory and policy guidelines.