Senior Client Relationship Representative (Universal Banker)

First Merchants Corporation; Franklin (IN); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Senior Client Relationship Representative to enhance customer satisfaction and drive sales. This role involves providing exceptional service, processing transactions, and identifying client needs. The ideal candidate will thrive in a fast-paced environment, leveraging their banking knowledge to meet sales goals and ensure compliance. Join a team committed to community impact and financial wellness, offering competitive benefits and opportunities for professional growth. If you are passionate about customer service and banking, this is the perfect opportunity to advance your career.

Benefits

Medical, Dental, and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Qualifications

• 1+ years of banking or sales experience required.
• Ability to obtain Notary Public designation.

Responsibilities

• Deliver high-quality customer service and complete bank transactions.
• Assist with account openings and loan processing.

Skills

Customer Service

Sales

Banking Knowledge

Multitasking

Education

High School Diploma or GED

Tools

CRM Software

Job description

Senior Client Relationship Representative (Universal Banker)

Job Category: Branch Banking

Requisition Number: SENIO010901

Apply now

• Posted: April 30, 2025
• Full-Time

Locations

Showing 1 location

Franklin
2259 North Morton Street
Franklin, IN 46131, USA

About the Role:

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering high-quality customer service by accurately completing bank transactions, opening accounts, processing loan applications, and identifying products and services to meet clients' financial needs. The role involves meeting or exceeding sales goals and ensuring service metrics align with organizational goals.

Responsibilities include:

1. Providing excellent customer service on banking matters, including transactions, account openings, and loan processing.
2. Assisting with opening/closing the banking center, conducting audits, and balancing.
3. Assessing clients' financial positions to identify relationship opportunities and utilizing the Gold Standard for Service.
4. Achieving individual and team sales targets to meet scorecard goals.
5. Using CRM and guided conversations to deepen client relationships and recommend products.
6. Using digital tools to educate clients and enroll them in electronic banking during account opening.
7. Supporting partnership opportunities like merchant services, treasury management, mortgages, and investments.
8. Ensuring compliance with policies and procedures in banking operations.

Minimum qualifications:

1. High school diploma or GED.
2. At least 1 year of banking, sales, or related experience, with 6 months in product/service sales.
3. Must meet S.A.F.E Act registration requirements via NMLS within three months of hire.
4. Ability to obtain Notary Public designation.
5. Ability to multitask in a fast-paced environment.
6. In-depth knowledge of bank products/services.

Preferred qualifications:

1. Prior banking experience.
2. Ability to sell and cross-sell bank products and services.

Benefits include:

• Medical, Dental, and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Tuition Reimbursement
• Additional Benefits

About Us:

First Merchants is committed to meaningful community impact through authentic service, guided by our vision to enhance financial wellness, and our mission to be the most responsive, knowledgeable, and high-performing financial organization. We value diversity, inclusion, and belonging among our teammates.

Join us today to start your career!

Equal Opportunity Statement:

We are an Equal Opportunity Employer, protected Veterans, and individuals with Disabilities. All applicants will be notified of their rights under federal employment laws. For more information, review the "Know Your Rights" notice from the Department of Labor.