Client Relationship Representative (Universal Banker)First Merchants Bank • Demotte, IN, US
Client Relationship Representative (Universal Banker)
First Merchants Bank • Demotte, IN, US
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job_description.job_card.job_descriptionRespond 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. Understanding and ensuring compliance, regulations, and reporting. Following information security policy and verification procedures to protect customer privacy. Assist with opening and / or closing the 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. 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. Assist in banking center operations and ensure policies and procedures are followed. 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). This must be met within 3 months of the hire date. Obtain Notary Public designation. Ability to multitask in a fast-paced environment. In-depth knowledge of products / services offered by the bank (all lines of business). Prior banking experience. Ability to sell and cross-sell bank products and services. Medical, Dental, and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation / Sick Time Paid Holidays Tuition Reimbursement Additional Benefits
Client Relationship Representative (Universal Banker)
Job Category
Branch Banking
Requisition Number
CLIEN011470
- Posted : October 2, 2025
- Full-Time
Locations
Demotte, IN 46310, USA
Description
First Merchants Bank is seeking a Customer Relationship Representative 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.
As part of this role, you will :
To be successful in this position, we require the following :
The following would be a plus :
First Merchants offers the following :
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 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.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
J-18808-Ljbffr
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Universal Banker • Demotte, IN, US
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