Client Relationship Representative Reserve

About the role

This full-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.
• Extensive travel required, must have the ability to travel daily to banking centers within assigned region.
• .SAFE 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

• Excellent customer service skills.
• Strong communication and problem-solving abilities.
• Ability to manage multiple tasks simultaneously.
• Knowledge of bank products and services.

Benefits

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

Pay

• Base Pay PLUS Bonuses.

Schedule

• Full-time.

Benefits

• Tuition Reimbursement.
• Additional Benefits.

First Merchants

This is a meaningful place to work and has a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.