Universal Banker: Build Lasting Client Relationships

First Merchants Corporation; Ann Arbor (MI); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

HSA/FSA options

Paid holidays

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team in a fast-paced, relationship-focused banking center. You will execute on sales and service metrics, process deposits and loans, and use digital tools to meet clients’ financial needs while delivering a positive experience.

You will engage in relationship-building, open new accounts, and support branch operations with accuracy and compliance. This role emphasizes teamwork and customer-centric service.

Qualifications

• High school diploma or GED required.
• At least 1 year banking or sales experience.
• NMLS/S.A.F.E Act registration or ability to obtain.
• Notary Public designation a plus.

Responsibilities

• Deliver high-quality customer service for banking needs.
• Open new consumer and business accounts and process loans.
• Utilize CRM and sales tools to document client interactions.
• Maintain accurate client records and ensure policy compliance.

Skills

Customer service

Sales skills

CRM usage

Relationship management

Education

High school diploma or GED

Notary Public designation

S.A.F.E Act (NMLS) registration

Tools

CRM software

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team in a fast-paced, relationship-focused banking center. You will execute on sales and service metrics, process deposits and loans, and use digital tools to meet clients’ financial needs while delivering a positive experience.

You will engage in relationship-building, open new accounts, and support branch operations with accuracy and compliance. This role emphasizes teamwork and customer-centric service.