Client Relationship Representative Hire Ahead

About the role

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.

Responsibilities

• Provide excellent customer service by:
  • 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.
• Contribute to overall banking center operation by:
  • Balancing cash, daily transactions, vault, and ATM.
  • Understanding and ensuring compliance, regulations, and reporting.
  • Following information security policy and verification procedures to protect customer privacy.
  • Assisting with opening and/or closing the banking center.
• Actively participate in a high-performing sales environment by:
  • Selling bank products, making customer referrals, and other activities to support goals.
  • Knowing about all bank products.
  • Participating in daily/weekly meetings and coaching sessions.
• Lead and act as an example to others by:
  • 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 ensuring policies and procedures are followed.

Requirements

• High School Diploma or Equivalent.
• Minimum of 6 months of experience selling products or services.
• Minimum of 1 year of sales, banking, and/or related experience.
• Ability to travel daily to banking centers within assigned region until permanent location is determined.
• Valid driver’s license and transportation.
• S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS); must be met within 3 months of hire date.
• Ability to obtain Notary Public designation.

Qualifications

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

Pay

Base Pay PLUS Bonuses

Benefits

• Medical, Dental, and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement
• Additional Benefits

About us

First Merchants 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 we serve, including consumers, businesses, and other organizations.

Our Vision: To enhance the financial wellness of the diverse communities we serve.

Our Mission: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."