Client Relationship Representative Hire Ahead

First Merchants Corporation • Taylor, MI

9d

About The Position

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) for a full-time role. The position provides high-quality customer service by accurately and efficiently completing banking transactions and recommending products and services that address customers’ current and future financial needs. The bank supports employees in achieving personal sales and service goals while delivering a meaningful customer experience.

The role also contributes to banking center operations, participates in sales and service activities, and trains, coaches, and guides staff in operational and sales skills. The representative may travel daily to banking centers within an assigned region until a permanent location is determined.

Requirements

• High school diploma or equivalent.
• At least six months of experience selling products or services.
• At least one year of sales, banking, and/or related experience.
• Ability to travel daily to banking centers within the assigned region until a permanent location is determined.
• Valid driver’s license and transportation.
• S.A.F.E. Act Registration through the Nationwide Mortgage Licensing System (NMLS), to be met within three months of hire.
• Ability to obtain Notary Public designation.

Nice To Haves

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

Responsibilities

• Respond to customer requests for banking transactions.
• Answer customer inquiries and resolve problems with solutions that meet 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 supporting 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 and required training sessions.
• Lead 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.

What This Job Offers

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