Senior Client Relationship Representative

3 weeks ago

Morgantown, United States First Merchants Bank Full time
Job DescriptionJob Description

As part of this role you will:

  • 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.
  • Resolve client inquiries, problems, and complaints with scope of authority while proactively using service to sales techniques to provide solutions to clients for current financial needs.
  • Use feedback from Customer Service surveys to build client loyalty and create client advocates.
  • 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.
  • Fully engage in the sales process including, but not limited to daily huddles, weekly sales meetings, and call events.
  • High performing Senior Client Relationship Representatives may serve as banking center mentors.
  • 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.
  • Adhere to and participate in completing the branch daily security checklist.
  • Monitor and resolve deposit and loan exceptions in a timely fashion.
  • Comply with information security and client and business verification policies and procedures.
  • Understand and ensure compliance for regulations and reporting, including but not limited to: Bank Secrecy Act (BSA), OFAC, CIP, EDD, etc.

To be successful in this position, we require the following:

  • High school diploma or equivalent (GED).
  • Over one (1) year of banking, sales, or related experience. At least six 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.
  • Obtain Notary Public designation within six (6) months of employment.
  • Ability to multi-task in a fast paced environment.
  • In-depth knowledge of products/services offered by the bank (all lines of business).

Requires the following physical requirements:

  • Ability to stand for long periods of time and move freely about the office. Ability to lift files, open file cabinets, bending, and stooping.
  • Ability to ambulate fingers to utilize office equipment such as a computer, phone, printer, etc.

The following would be a plus:

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

First Merchants offers the following:

  • 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
  • Additional Benefits

A little 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, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

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."

Apply today to begin your career with us

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