Universal Banker: Build Trusted Client Relationships

First Merchants Brand; United States; On-site; USD 38,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team as a Universal Banker. The role focuses on delivering high-quality customer service, processing deposits and loan applications, and guiding clients to suitable banking products and digital tools.

The position emphasizes proactive client engagement, relationship building, and meeting individual and team sales targets within a dynamic banking center environment.

Qualifications

• High school diploma or equivalent.
• Experience in banking, sales, or related field.
• Ability to obtain Notary Public designation and comply with regulatory requirements.

Responsibilities

• Deliver high-quality customer service and process bank transactions.
• Open deposits and process loan applications; identify and recommend products and digital tools.
• Meet sales, service, and relationship goals; document client interactions in CRM.

Skills

Customer service

Sales

Relationship management

Banking products

Education

High school diploma or GED

Tools

CRM systems

NMLS knowledge

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team as a Universal Banker. The role focuses on delivering high-quality customer service, processing deposits and loan applications, and guiding clients to suitable banking products and digital tools.

The position emphasizes proactive client engagement, relationship building, and meeting individual and team sales targets within a dynamic banking center environment.