Client Relationship Representative Reserve

First Merchants Corporation • Muncie, IN

8d

About The Position

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to provide high-quality customer service by accurately and efficiently completing bank transactions and recommending products and services that meet customers’ current and future financial needs. The role supports personal sales and service goals while delivering a meaningful customer experience.

This position contributes to banking center operations, supports compliance and information security procedures, and participates actively in sales and service activities. The representative also trains, coaches, and guides staff in operational and sales skills. Extensive daily travel to banking centers within an assigned region is required.

Requirements

• High school diploma or equivalent.
• At least 6 months of experience selling products or services.
• At least 1 year of sales, banking, and/or related experience.
• Ability to travel daily to banking centers within the assigned region; extensive travel is required.
• S.A.F.E. Act Registration through the Nationwide Mortgage Licensing System (NMLS), to be completed within 3 months of hire.
• Ability to obtain Notary Public designation.
• Ability to multitask in a fast-paced environment.
• In-depth knowledge of products and services offered by the bank across all lines of business.

Nice To Haves

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

Responsibilities

• Respond to customer requests for banking transactions and resolve inquiries and problems with solutions that meet customers’ current needs.
• Build customer loyalty and customer advocates.
• Balance cash, daily transactions, the vault, and ATM.
• Understand and ensure compliance with regulations and reporting requirements.
• Follow information security policies and verification procedures to protect customer privacy.
• Assist with opening and/or closing the banking center.
• Sell bank products, make customer referrals, and perform other activities that support banking center goals.
• Maintain knowledge of all bank products.
• Participate in daily and weekly meetings and coaching sessions.
• Train, coach, and guide staff in operational and sales skills.
• Attend and/or complete applicable required training sessions.
• Actively participate in leading sales and service activities at the banking center.
• Assist with banking center operations and ensure policies and procedures are followed.

Benefits

• Base pay plus bonuses.
• Medical, dental, and vision insurance.
• 401(k).
• Health savings and flexible spending accounts.
• Vacation and sick time.
• Paid holidays.
• Paid parental leave.
• Tuition reimbursement.
• Additional benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED