Client Relationship Representative (Universal Banker)

First Merchants Bank • Upper Arlington, OH

73d

About The Position

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.

Requirements

• 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).

Nice To Haves

• Prior banking experience.
• Ability to sell and cross-sell bank products and services.

Responsibilities

• Provide excellent customer service by responding to customer requests for banking transactions.
• Answer customer inquiries and problems with solutions that meet the customer's current needs.
• Continually build customer loyalty and customer advocates.
• Contribute to overall banking center operation by balancing cash, daily transactions, vault and ATM.
• Understand and ensure compliance, regulations and reporting.
• Follow 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.
• Know about all bank products.
• Participate 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.
• Attend and/or complete applicable and required training sessions.
• Actively participate in leading the sales and service activities at the Banking Center.
• Assist in banking center operations and ensure policies and procedures are followed.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED