Client Relationship Representative (Universal Banker)

First Merchants Brand•Grand Rapids, MI

12h•Onsite

About The Position

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join their team. This full-time position focuses on providing high-quality customer service by accurately and efficiently completing bank transactions and suggesting products and services that meet the current and future financial needs of bank customers. The role supports exceeding personal sales and service goals while delivering a meaningful customer experience. First Merchants is guided by a philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities they serve. Their Vision is to enhance the financial wellness of diverse communities, and their Mission is to be the most responsive, knowledgeable, and high-performing financial organization for clients, teammates, and shareholders. The team is described as a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives, committed to attracting and engaging teammates of diverse backgrounds, and believing in the power of inclusion and belonging.

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), to 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

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
Balance cash, daily transactions, vault and ATM
Understanding and ensuring compliance, regulations and reporting
Following information security policy and verification procedures to protect customer privacy
Assist with opening and/or closing banking center
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
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 ensure policies and procedures are followed