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Client Relationship Representative (Universal Banker)
Client Relationship Representative (Universal Banker)First Merchants Bank • Plainfield, IN, US
Client Relationship Representative (Universal Banker)

Client Relationship Representative (Universal Banker)

First Merchants Bank • Plainfield, IN, US
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Overview

Client Relationship Representative (Universal Banker) – Branch Banking

Requisition Number : CLIEN011439

Location : Plainfield, Plainfield, IN 46168, USA

Posted : September 30, 2025

  • Full-Time

Description

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full-time position focuses on providing 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. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.

Responsibilities

  • Respond to customer requests for banking transactions.
  • Answer customer inquiries and problems with solutions that meet the customer's current needs.
  • Continually build customer loyalty and customer advocates.
  • Contribute to overall banking center operation by balancing cash, daily transactions, vault and ATM.
  • Understand and ensure compliance with regulations and reporting.
  • Follow 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.
  • Know about all bank products and participate 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.
  • Attend and / or complete applicable and required training sessions.
  • Actively participate in leading the sales and service activities at the Banking Center and assist in operations to ensure policies and procedures are followed.

    • Qualifications

  • 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.
  • S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS), to be met within 3 months of hire date.
  • Obtain Notary Public designation.
  • Ability to multi-task in a fast-paced environment.
  • In-depth knowledge of products / services offered by the bank (all lines of business).

    • Preferred

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

    • Benefits

  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation / Sick Time
  • Paid Holidays
  • Tuition Reimbursement
  • Additional Benefits

    • About First Merchants

    First Merchants is guided by a philosophy of being a meaningful place to work and having a prosperous impact across all walks of life in the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reinforce authentic service.

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

    Mission : To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

    Team : We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are committed to attracting and engaging teammates of diverse backgrounds and believe in inclusion and belonging.

    Apply

    Apply today to begin your career with us!

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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