Universal Banker: Client Relationships & Solutions

First Merchants Corporation; Columbus (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Columbus, OH. This role focuses on delivering outstanding customer service, processing deposits, loans, and account openings, and recommending digital solutions to meet client needs.

You will engage customers to understand financial goals, open new accounts, and support sales and service targets while adhering to bank policies and regulatory requirements.

Qualifications

• High school diploma or GED required.
• Minimum 1 year banking or sales experience.
• S.A.F.E Act registration required within 3 months of hire.
• Notary Public designation achievable.

Responsibilities

• Deliver high-quality customer service in a fast-paced banking center.
• Open consumer and business accounts and process loan applications.
• Educate clients on digital banking tools and services.
• Maintain accurate client records and follow internal controls.
• Support sales and service goals through relationship management.

Skills

Customer service

Relationship management

Sales skills

Communication

CRM

Education

High school diploma or GED

Tools

CRM software

Job description

First Merchants Bank is seeking a Customer Relationship Representative to join our team in Columbus, OH. This role focuses on delivering outstanding customer service, processing deposits, loans, and account openings, and recommending digital solutions to meet client needs.

You will engage customers to understand financial goals, open new accounts, and support sales and service targets while adhering to bank policies and regulatory requirements.