Client Relationship Representative

2 months ago

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

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team This full time position will focus 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.

As part of this role you will:

  • 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.
    • Continually building customer loyalty and customer advocates.
  • Contribute to overall banking center operation by:
    • Balance cash, daily transactions, vault and ATM.
    • Understanding and ensuring compliance, regulations and reporting.
    • Following information security policy and verification procedures to protect customer privacy.
    • Assist 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.
  • 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.

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

  • 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.
  • Ability to travel daily to banking centers within assigned region until permanent location is determined. Valid driver’s license and transportation.
  • S.A.F.E. 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.

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

  • Client Relationship Manager

    4 days ago

    Franklin, Tennessee, United States Carrington Full time

    OverviewCarrington Mortgage Services is a leading provider of integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors. Our mission is to deliver exceptional customer care and programs that support borrowers and their homeownership experience.Job DescriptionWe are seeking an experienced Servicing Operations Specialist to join...

  • Senior Client Relationship Manager

    5 days ago

    Franklin, Tennessee, United States Victoria Hood - State Farm Agent Full time

    Overview">">As a Senior Client Relationship Manager with Victoria Hood - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.">Salary">">$65,000 -...

  • Client Relationship Specialist | Nashville, TN

    5 months ago

    Franklin, United States Altius Search Group Full time

    Client Relationship Specialist | Nashville, TN Altius Search Group is searching for a Client Relationship Specialist for one of our clients in the Equipment Finance Industry. This position will work from their office in Nashville, TN. Summary of Position: The Client Relationship Specialist (CRS) is a critical role, dedicated to delivering exceptional...

  • Client Services Representative

    2 weeks ago

    Franklin, United States Experian, plc Full time

    #xa 0;Work with clients to address their needs and provide solutions. Present detailed reports to clients and management. Manage client records and documentation. Perform reconciliations to ensure accuracy in client accounts. Collaborate with other t Client Service, Representative, Retail, Client

  • Customer Service Representative

    3 weeks ago

    Franklin, Massachusetts, United States Russell Tobin Full time

    Job DescriptionRussell Tobin is seeking a skilled Customer Service Representative to join our team. As a key member of our customer-facing department, you will be responsible for interacting with customers to provide information and resolve complaints in a timely and professional manner.Key Responsibilities:Determine the root cause of client issues and offer...

  • Customer Service Representative

    4 weeks ago

    Franklin, United States Custom Fabricating & Supplies (CFS) Full time

    Customer Service Representative - Drive Client Success and Business Growth Join a dynamic team where customer service meets business development! As a Customer Service Representative at Custom Fabricating & Supplies, you'll not only be handling client interactions but also helping drive our business forward by identifying government contract opportunities....

  • Relationship Banker

    7 months ago

    Franklin, United States Johnson Financial Group Full time

    Overview Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals. JFG offers a lot of opportunity through our training and development program to help pave your...

  • Mortgage Servicing Relationship Specialist

    7 days ago

    Franklin, Tennessee, United States Carrington Full time

    Job Overview:We are seeking a highly skilled Mortgage Servicing Relationship Specialist to join our team at Carrington. As a key member of our mortgage servicing operations, you will play a crucial role in maintaining and driving results with respect to mortgage servicing counterparty relationships.About the Role:This is an exciting opportunity to work with...

  • Client service rep

    3 weeks ago

    Franklin, United States Yoh Full time

    strong>Onsite Customer Service Rep needed for a contract opportunity with Yoh's client located in Franklin, MA. Summary: The main function of a customer service representative is to interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. A typical customer service...

  • Customer Service Representative II

    4 weeks ago

    Franklin, Massachusetts, United States Yoh Full time

    Job Summary: We are seeking a skilled Customer Service Representative II to join our team at Yoh. As a Customer Service Representative II, you will be responsible for providing exceptional customer service to our clients, resolving customer complaints, and maintaining accurate records of customer interactions.Key Responsibilities:Resolve customer complaints...

  • Specialized Client Srvcs Rep

    2 months ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call...

  • Part-Time Sales Representative

    7 days ago

    Franklin, Tennessee, United States Knitwell Group Full time

    About UsKnitwell Group is a dynamic retailer committed to delivering an exceptional shopping experience to our clients. We offer a unique blend of modern, feminine, and versatile clothing, allowing women to express their individuality and confidence.We are seeking a Part-Time Sales Representative to join our team at Store 1420-Throughbred...

  • Banking Relationship Expert

    7 days ago

    Franklin, Tennessee, United States Bank of America Full time

    At Bank of America, we are committed to helping our clients achieve their financial goals. As a Banking Relationship Expert in Nashville, TN, you will play a crucial role in delivering exceptional client experiences and driving business growth.We are seeking an experienced professional with a strong background in financial services and excellent...

  • Client Program Lead

    2 weeks ago

    Franklin, Ohio, United States Knipper Full time

    Role SummaryThe Client Program Lead is a crucial position at Knipper, responsible for managing client relationships and overseeing program execution. This role requires strong communication skills, attention to detail, and the ability to work collaboratively with internal departments.Key ResponsibilitiesAct as a liaison between clients and internal...

  • Registered Client Service Associate

    2 days ago

    Franklin, United States Right Executive Search, LLC Full time

    Registered Client Service Associate (CSA) Location: Franklin, TN (Hybrid 3 days in office) Our client, a CFP/CEPA advisor transitioning to a new Registered Investment Advisor (RIA) and Broker-Dealer, is seeking an experienced and licensed Client Service Associate (CSA) to join their growing practice in Franklin, TN. This role is critical in ensuring...

  • Registered Client Service Associate

    5 days ago

    Franklin, United States Right Executive Search, LLC Full time

    Registered Client Service Associate (CSA)Location: Franklin, TN (Hybrid – 3 days in office)Our client, a CFP/CEPA advisor transitioning to a new Registered Investment Advisor (RIA) and Broker-Dealer, is seeking an experienced and licensed Client Service Associate (CSA) to join their growing practice in Franklin, TN. This role is critical in ensuring...

  • Specialized Client Care Srvcs Rep

    2 days ago

    Franklin, United States Northwestern Mutual Full time

    Job Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a...

  • Industrial Solutions Sales Representative

    3 days ago

    Franklin, Tennessee, United States Lee Company Full time

    Job DescriptionAbout Lee Company:Lee Company is a leading provider of facility solutions, offering a range of services including HVAC, plumbing, and electrical solutions. Our team of experts has built a reputation on trust, honesty, employee safety, and excellence since 1944.Job Summary:We are seeking an experienced Industrial Solutions Sales Representative...

  • Investment Client Services Specialist

    1 week ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment...

  • Customer Service Representative

    4 weeks ago

    Franklin, United States Russell Tobin Full time

    Job Title: Customer Service Representative Location: Franklin, MA 02038 (ON SITE) Job Pay Rate: $19 – 20.50/hour on W2 Job Type: 12+ Contract role (Possible Temp To Hire) Shift: 1st Shift M-F 7-4pm EST Job Description: The main function of a customer service representative is to interact with customers to provide information in response to inquiries about...