Client Relationship Representative

4 days ago


Birmingham, Michigan, United States First Merchants Bank Full time

We are seeking a Customer Relationship Representative (Universal Banker) to provide high-quality customer service by accurately and efficiently completing bank transactions and suggesting products and services that meet the current and future financial needs of bank customers.

Main Responsibilities:

  • Provide excellent customer service by responding to customer requests for banking transactions, answering customer inquiries and problems with solutions that meet the customer's current needs, and continually building customer loyalty and customer advocates.
  • Contribute to overall banking center operation by balancing cash, daily transactions, vault, and ATM, understanding and ensuring compliance, regulations, and reporting, following information security policy and verification procedures to protect customer privacy, and assisting with opening and/or closing banking center.
  • Actively 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, training, coaching, and guiding staff with operational and sales skills, attending and/or completing applicable and required training sessions, and actively participating in leading the sales and service activities at the Banking Center.

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).
  • Obtain Notary Public designation within twelve (twelve) months of employment.

Preferred Qualifications:

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

First Merchants offers:

  • 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.

About First Merchants:

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.



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