Client Relationship Representative Hire Ahead

First Merchants Brand • Taylor, MI

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About The Position

First Merchants Bank is hiring a Customer Relationship Representative (Universal Banker) for a full-time role. The position focuses on providing high-quality customer service, completing banking transactions accurately and efficiently, and recommending products and services that meet customers’ current and future financial needs. The representative supports personal sales and service goals while creating a meaningful customer experience. The role also contributes to banking center operations, participates in sales activities, and helps train and guide staff.

Requirements

• High school diploma or equivalent.
• At least 6 months of experience selling products or services.
• At least 1 year of sales, banking, 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 obtained within 3 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 questions and resolve problems with solutions that meet their current needs.
• Build customer loyalty and develop customer advocates.
• Balance cash, daily transactions, the vault, and the 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 closing the banking center.
• Sell bank products, make customer referrals, and perform other activities that support sales 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 or complete applicable 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.
• Additional benefits.

What This Job Offers

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