Senior Client Relationship Representative

First Merchants Corporation•Upper Arlington, OH

15h•Onsite

About The Position

First Merchants is seeking a Senior Customer Relationship Representative to join their 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. The role requires meeting or exceeding established individual and team sales goals, and ensuring service metrics achieve the strategic and tactical goals of the organization. The company is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities they serve, including consumers, businesses and other organizations. 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. They are committed to attracting and engaging teammates of diverse backgrounds and believe in the power of inclusion and belonging.

Requirements

High school diploma or equivalent (GED).
A minimum of one (1) year of banking, sales, or related experience and 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). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
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).

Nice To Haves

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

Responsibilities

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. This includes acquiring and using in-depth knowledge of products/services of all lines of business at First Merchants.
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.