Universal Banker: Client Relationships & Banking Solutions

First Merchants Corporation; Bloomfield Hills (MI); On-site; USD 42,000 - 62,000; Full time

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Bloomfield Hills, MI. This role will execute on individual and team sales and service metrics to help the banking center achieve its goals, while delivering high-quality customer service by accurately completing bank transactions and opening deposit accounts.

You will proactively engage clients to understand financial needs, recommend products and digital tools, and support daily branch operations in a

Qualifications

• As part of this role you will:
• Customer Experience and Relationship Management: Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
• Proactive client engagement to understand current and future financial needs and recommend products, services, and digital solutions.
• Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
• Utilize customer feedback to strengthen client relationships, build loyalty, and create client advocates.
• Maintain accurate client records and account information to support ongoing relationship management.

Responsibilities

• Operational Excellence: Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
• Perform operational responsibilities as needed, including balancing cash, teller cash recyclers, vault, ATM, and branch transactions.
• Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, following policy.
• Support banking center operations by adhering to internal controls and daily security procedures; ensure compliance with policies and procedures.
• Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Bloomfield Hills, MI. This role will execute on individual and team sales and service metrics to help the banking center achieve its goals, while delivering high-quality customer service by accurately completing bank transactions and opening deposit accounts.

You will proactively engage clients to understand financial needs, recommend products and digital tools, and support daily branch operations in a