Client Relationship Representative (Universal Banker)
First Merchants Bank, Carleton, MI, United States
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full‑time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role you will:
Provide excellent customer service by:
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:
Balancing cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assisting 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 ensuring policies and procedures are followed.
Qualifications
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Obtain Notary Public designation.
Ability to multi‑task in a fast‑paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
Additional Requirements
Prior banking experience.
Ability to sell and cross‑sell bank products and services.
Benefits
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
As part of this role you will:
Provide excellent customer service by:
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:
Balancing cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assisting 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 ensuring policies and procedures are followed.
Qualifications
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Obtain Notary Public designation.
Ability to multi‑task in a fast‑paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
Additional Requirements
Prior banking experience.
Ability to sell and cross‑sell bank products and services.
Benefits
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr