Senior Client Relationship Representative (Universal Banker)

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

Job summary

An established industry player is looking for a Senior Customer Relationship Representative to enhance customer experiences and drive sales. This role involves managing banking transactions, opening accounts, and identifying financial products that meet clients' needs. The ideal candidate will thrive in a fast-paced environment, possess strong sales skills, and have a passion for delivering exceptional customer service. Join a team that values diversity and inclusion, and make a meaningful impact in the community while advancing your career in the financial sector.

Benefits

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Bonuses

Qualifications

• 1+ year of banking, sales, or related experience.
• Knowledge of bank products/services is essential.

Responsibilities

• Deliver high-quality customer service in banking transactions.
• Meet or exceed sales goals to support banking center objectives.

Skills

Customer Service

Sales Skills

Multi-tasking

CRM Software

Banking Knowledge

Education

High School Diploma or GED

Tools

CRM (Client Relationship Management) Tool

Job description

Description

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization.

As part of this role you will:

• Deliver high quality customer service on a wide variety of general banking matters within the banking center, including processing transactions, opening accounts, and processing loan applications.


• Assist with opening and closing of the banking center, conducting audits, and banking center balancing to ensure efficiency.


• Assess client's financial position to identify additional relationship opportunities while utilizing the Gold Standard for Service expectations. This includes acquiring and using in-depth knowledge of products/services of all lines of business at First Merchants.


• Meet or exceed established individual and team sales goals to help the Banking Center achieve scorecard goals.


• Effectively use the CRM (Client relationship management tool) and guided conversation to assess the client's current and future financial situation to identify and recommend additional products to deepen client relationship.


• Utilize digital tools to provide education and help clients enroll in electronic banking products and services during account opening.


• Support the whole bank partnership identified during needs-based conversations including merchant services, treasury management, mortgages, and investments.


• Assist in banking center operations and ensure policies and procedures are followed.

To be successful in this position, we require the following:

• High school diploma or equivalent (GED).


• A minimum of one (1) year of banking, sales, or related experience and a minimum of six (6) months of experience selling products or services.


• This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.


• 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 (all lines of business).

The following would be a plus:

• Prior banking experience.


• Ability to sell and cross-sell bank products and services.

First Merchants offers the following:

• Base Pay PLUS Bonuses


• Medical, Dental and Vision Insurance


• 401k


• Health Savings and Flexible Spending Accounts


• Vacation/Sick Time


• Paid Holidays


• Paid Parental Leave


• Tuition Reimbursement


• Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.