Universal Banker: Client Care & Growth Specialist

First Merchants Corporation; Portland (IN); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Base Pay

Bonuses

Medical Insurance

Dental Insurance

Vision Insurance

401k

Health Savings Account

Flexible Spending Accounts

Vacation Time

Paid Holidays

Parental Leave

Tuition Reimbursement

Job summary

First Merchants Bank in Indiana seeks a Customer Relationship Representative to deliver high-quality service, handle deposits and loans, and recommend digital solutions.

You will build strong client relationships, open accounts, and support sales goals while following bank policies. This role offers opportunities to work in a customer-focused environment and advance within the banking center.

Qualifications

• High school diploma or GED.
• At least 1 year in customer service, sales, banking or related experience.

Responsibilities

• Deliver high-quality customer service in a fast-paced banking center.
• Proactively engage clients to assess financial needs and recommend products.
• Resolve inquiries and complaints within scope of authority.
• Maintain accurate client records and process transactions.
• Open new accounts and process loan applications.
• Educate clients on digital banking tools and services.
• Document client interactions and sales activity.
• Support compliance with policies and regulatory requirements.

Skills

Customer Service

Relationship Management

Sales

Banking

Communication

Job description

First Merchants Bank in Indiana seeks a Customer Relationship Representative to deliver high-quality service, handle deposits and loans, and recommend digital solutions.

You will build strong client relationships, open accounts, and support sales goals while following bank policies. This role offers opportunities to work in a customer-focused environment and advance within the banking center.