First Merchants Bank-posted 4 months ago
Full-time • Entry Level
Reynoldsburg, OH
Credit Intermediation and Related Activities

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization.

  • Deliver high quality customer service on a wide variety of general banking matters within the banking center, including processing transactions, opening accounts, and processing loan applications.
  • Assist with opening and closing of the banking center, conducting audits, and banking center balancing to ensure efficiency.
  • Assess client's financial position to identify additional relationship opportunities while utilizing the Gold Standard for Service expectations.
  • Meet or exceed established individual and team sales goals to help the Banking Center achieve scorecard goals.
  • Effectively use the CRM (Client relationship management tool) and guided conversation to assess the client's current and future financial situation to identify and recommend additional products to deepen client relationship.
  • Utilize digital tools to provide education and help clients enroll in electronic banking products and services during account opening.
  • Support the whole bank partnership identified during needs-based conversations including merchant services, treasury management, mortgages, and investments.
  • Assist in banking center operations and ensure policies and procedures are followed.
  • High school diploma or equivalent (GED).
  • A minimum of one (1) year of banking, sales, or related experience.
  • A minimum of six (6) months of experience selling products or services.
  • This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
  • Ability to 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).
  • Prior banking experience.
  • Ability to sell and cross-sell bank products and services.
  • 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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service