Client Relationship Representative

1 month ago


Dundee, Michigan, United States First Merchant's Bank Full time
Job Title: Client Relationship Representative

First Merchants Bank is seeking a highly skilled Client Relationship Representative to join our team. As a key member of our banking center, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.

Key Responsibilities:
  • Customer Service: Respond to customer inquiries, resolve issues, and provide personalized solutions to meet their financial needs.
  • Sales and Service: Sell bank products, make customer referrals, and participate in daily/weekly meetings and coaching sessions to drive sales growth.
  • Operations: Balance cash, daily transactions, vault, and ATM, and ensure compliance with regulations and reporting requirements.
  • Leadership: Train, coach, and guide staff with operational and sales skills, and participate in leading sales and service activities at the banking center.
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.
  • S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
  • Ability to obtain Notary Public designation.
What We Offer:
  • 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.

First Merchants Bank is a leading financial institution that is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life. We are committed to attracting and engaging teammates of diverse backgrounds and believe in the power of inclusion and belonging.



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