Senior Client Relationship Manager

4 weeks ago

Taylor MI USA, United States First Merchants Bank Full time
Customer Service Representative - Banking Center

Welcome to First Merchants Bank, where we are committed to providing exceptional customer service and helping our clients achieve their financial goals. We are currently seeking a Customer Service Representative to join our team in a Banking Center role.

  • Deliver high-quality customer service by processing transactions, opening accounts, and assisting with loan applications.
  • Assess clients' financial positions to identify additional relationship opportunities and provide tailored solutions.
  • Meet sales goals and recommend products to deepen client relationships and increase revenue.
  • Provide education on electronic banking products and services, ensuring clients are aware of the latest financial tools and resources.
  • Support partnership opportunities in areas such as treasury management and investments, fostering strong relationships with clients and partners.
  • Assist with banking center operations and ensure compliance with policies and procedures, maintaining a secure and efficient work environment.

Requirements:

  • Bachelor's degree or equivalent in a related field.
  • At least two years of experience in banking, sales, or a related field.
  • S.A.F.E Act registration and Notary Public designation required.
  • Knowledge of bank products and services, including financial planning and analysis.
  • Ability to multitask in a fast-paced environment, prioritizing tasks and managing time effectively.

Physical requirements:

  • Ability to stand for long periods and lift files, maintaining a safe and healthy work environment.
  • Ability to use office equipment such as a computer and phone, with a focus on efficiency and productivity.

Preferred qualifications:

  • Prior banking experience, with a strong understanding of financial products and services.
  • Ability to sell and cross-sell bank products, with a focus on building strong client relationships.

First Merchants Bank offers:

  • Competitive base pay and bonus structure.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Health Savings and Flexible Spending Accounts.
  • Vacation/Sick Time and Paid Holidays.
  • Tuition Reimbursement and Professional Development Opportunities.
  • Additional benefits, including employee discounts and recognition programs.

About First Merchants Bank:

At First Merchants Bank, our vision is to enhance the financial wellness of the diverse communities we serve. We are dedicated to being the most responsive and high-performing financial organization for our clients, teammates, and shareholders. We strive to make a meaningful impact and positively influence lives through our commitment to customer service, community involvement, and financial education.

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