Client Relationship Representative (Universal Banker)

First Merchants Corporation
Any Location, MS
Category Customer Service
Job Description
Role Overview

The Client Relationship Representative will execute on individual and team sales and service metrics to help the banking center achieve strategic and tactical goals. They will provide high-quality customer service, identify and recommend products, and deliver a meaningful customer experience.

What You Will Do

The role involves delivering high-quality customer service, resolving client inquiries, and recommending products and services. The representative will also process everyday monetary transactions, open new accounts, and process loan applications.

Why It Might Be a Fit

The ideal candidate will have a minimum of one year of banking, sales, or related experience, and the ability to multi-task in a fast-paced environment. They will also have in-depth knowledge of products and services offered by the bank.

Requirements

  • High school diploma or equivalent (GED)
  • A minimum of one (1) year of banking, sales, or related experience
  • At least six months of experience selling products or services
  • S.A.F.E Act registration
  • Ability to 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)

Benefits

  • 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
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