Universal Banker – Client Relationships & Sales

First-Merchants-Bank; Columbus (OH); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401k

HSA/FSA

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team in Columbus, OH. This full-time role focuses on delivering high-quality customer service by accurately completing bank transactions and recommending products and services to meet customers' financial needs.

You will respond to customer requests, answer inquiries with solutions, build loyalty, balance cash, and ensure compliance and privacy.

Qualifications

• High school diploma or equivalent required.
• Minimum of 6 months selling products or services.
• Minimum of 1 year of sales, banking and/or related experience.

Responsibilities

• Responding to customer requests for banking transactions.
• Answering customer inquiries and problems with solutions that meet the customer’s current needs.
• Continually building customer loyalty and customer advocates.
• Contribute to overall banking center operation by: Balance cash, daily transactions, vault and ATM.
• Understanding and ensuring compliance, regulations and reporting.
• Following information security policy and verification procedures to protect customer privacy.
• Assist with opening and/or closing banking center.
• Actively participate in a high performing sales environment by: Selling bank products, making customer referrals and other activities to support the goals.
• Knowing about all bank products.
• Participating in daily/weekly meetings and coaching sessions.
• Lead and act as an example to others by: Training, coaching, and guiding staff with operational and sales skills.
• Attending and/or completing applicable and required training sessions.
• Actively participating in leading the sales and service activities at the Banking Center.
• Assisting in banking center operations and ensure policies and procedures are followed.

Skills

Customer service

Sales experience

Multi-tasking

Communication skills

Education

High School Diploma or Equivalent

Job description

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team in Columbus, OH. This full-time role focuses on delivering high-quality customer service by accurately completing bank transactions and recommending products and services to meet customers' financial needs.

You will respond to customer requests, answer inquiries with solutions, build loyalty, balance cash, and ensure compliance and privacy.