Strategic Banking Relationship Specialist

First-Merchants-Bank; Connersville (IN); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k

HSA and FSA

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank in Connersville, IN is seeking a Client Relationship Representative to provide exceptional customer service, process banking transactions, and participate in sales and relationship-building activities. The role focuses on opening deposit accounts, processing loan applications, and guiding clients to suitable digital banking tools.

The position emphasizes meeting personal production goals while delivering a meaningful client experience and collaborating with team members to

Qualifications

• High school diploma or equivalent (GED) required.
• At least 1 year of banking, sales, or related experience; minimum 6 months selling products or services.
• S.A.F.E Act registration required at employment through NMLS.
• Ability to obtain Notary Public designation.
• Ability to multi-task in a fast-paced environment.
• Knowledge of bank products/services across lines of business.

Responsibilities

• Deliver high-quality customer service by handling general banking needs and completing transactions.
• Engage clients to assess financial needs and recommend products, services, and digital tools.
• Open new accounts and process loan applications for new and existing clients.
• Document client interactions and maintain accurate records; comply with policies and procedures.

Skills

Customer service

Sales

Relationship management

Communication

Multi-tasking

Education

High school diploma or equivalent (GED)

Job description

First Merchants Bank in Connersville, IN is seeking a Client Relationship Representative to provide exceptional customer service, process banking transactions, and participate in sales and relationship-building activities. The role focuses on opening deposit accounts, processing loan applications, and guiding clients to suitable digital banking tools.

The position emphasizes meeting personal production goals while delivering a meaningful client experience and collaborating with team members to