Client Relationship Banker

First Merchants Corporation•Sellersburg, IN

About The Position

First Merchants Bank is seeking a full-time Client Relationship Banker to help achieve individual and team sales metrics and the banking center’s strategic and tactical goals. The role serves as a primary point of contact for sales and service requests, delivers a meaningful client experience, leads new-account acquisition, participates in outbound calling, prospects and closes consumer loans, and engages with management on business banking activities. The banker provides proactive customer service, assesses clients’ financial needs, recommends tailored solutions, and resolves account and transaction concerns. The role drives banking center growth through sales strategies, referrals, appointments, teleconsulting, marketing campaigns, digital banking adoption, onboarding, community engagement, and business partnerships. It also supports team performance by participating in sales management activities, coaching and developing associates, mentoring new hires, and accurately tracking activity. The position includes operational and compliance responsibilities, such as monitoring deposit and loan exceptions, following security and fraud-prevention protocols, completing required training, maintaining knowledge of applicable regulations, and participating in branch security, audit, opening/closing, balancing, and compliance routines.

Requirements

High school diploma or equivalent (GED).
At least two years of banking, sales, or related experience that includes selling products or services; alternatively, a bachelor’s degree with demonstrated leadership or goal achievement in related school activities or internships.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at employment; employees hired or transferring into the position must meet qualification requirements within three months of hire.
Ability to obtain Notary Public designation.

Nice To Haves

Prior banking experience.
Bachelor’s degree.
Demonstrated ability to sell and cross-sell banking products and services.

Responsibilities

Deliver proactive customer service and a positive, seamless client experience across banking needs.
Assess clients’ financial positions, identify needs, and recommend tailored solutions.
Consult with team members on complex transactions and resolve client requests, account questions, and concerns.
Collaborate with team members and business partners to deliver personal and business banking solutions and maintain an organized lobby.
Execute sales and service activities to drive banking center growth and productivity.
Develop and execute strategies to grow deposits, expand lending, and acquire new households.
Meet or exceed monthly referral, appointment, partner-engagement, individual, and team sales goals.
Lead and participate in teleconsulting efforts, structured call blocks, and call nights.
Execute marketing campaigns and promotions, converting opportunities into measurable results.
Follow up on referrals and partner leads, conduct consultative conversations, and manage the sales pipeline.
Use guided conversations and client profiling tools to identify needs and strengthen client relationships.
Convert service and problem-resolution interactions into appropriate sales opportunities.
Educate clients about and enroll them in electronic banking solutions.
Complete onboarding activities and follow-up calls accurately and on time.
Expand market presence through outbound calling, community engagement, business outreach, strategic partnerships, and financial wellness presentations.
Model high performance and a client-first mindset and help associates achieve individual and team goals.
Participate in the sales management process by leading huddles, attending sales meetings, conducting touch bases, and providing show coaching.
Maintain accurate, timely activity tracking in CRM and sales tools.
Monitor and resolve deposit and loan exceptions promptly.
Coach, train, and develop team members in operational excellence and sales effectiveness.
Serve as a Platform Mentor, supporting new-hire onboarding, skill development, and engagement.
Follow information security and fraud-prevention protocols and accurately verify clients for consumer and business transactions.
Complete required training on time and maintain knowledge of policies, procedures, and regulatory requirements, including BSA, OFAC, CIP, and EDD.
Participate in branch security and audit routines, including opening and closing procedures, balancing, and compliance checks.