Client Relationship Representative (Part time 20-24 hours)

About the role

This part-time position focuses on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.

Responsibilities

• Respond to customer requests for banking transactions.
• Answer customer inquiries and problems with solutions that meet the customer’s current needs.
• Continually build customer loyalty and customer advocates.
• Balance cash, daily transactions, vault and ATM.
• Understand and ensure compliance, regulations and reporting.
• Follow information security policy and verification procedures to protect customer privacy.
• Aid in opening and/or closing banking center.
• Participate in a high performing sales environment by:
• Selling bank products, making customer referrals and other activities to support the 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 ensure policies and procedures are followed.

Requirements

• High School Diploma or Equivalent.
• Minimum of 6 (six) months of experience selling products or services.
• Minimum of 1 (one) year of sales, banking and/or related experience.
• S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
• This must be met within 3 (three) months of hire date.
• 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).

Qualifications

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

Skills

• Customer service skills.
• Banking transaction processing.
• Product knowledge.
• Compliance and regulatory understanding.
• Multi-tasking ability.

Benefits

First Merchants offers additional benefits including a base pay plus bonuses.

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.

Benefits

Details on benefits are not specified in the job posting.

Apply

To apply, please visit our careers page and submit your resume and cover letter.