FIRST MERCHANTS BANK NA logo

Client Relationship Representative Reserve

FIRST MERCHANTS BANK NA

Columbus, OHFull-timeSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Columbus, OH
Schedule
Full-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

S.A.F.E. Act RegistrationNotary Public Designation

Job overview

First Merchants Bank seeks a Customer Relationship Representative (Universal Banker) - Reserve to provide customer service, complete banking transactions, and recommend products and services. The role supports banking center operations and sales goals, and includes training and guiding staff. It requires a high school diploma or equivalent, sales experience, and daily travel to banking centers within an assigned region. Prior banking experience and the ability to sell and cross-sell are a plus.

Skills & qualifications

RequiredNice to have

Skills

Customer ServiceBanking TransactionsCash BalancingRegulatory ComplianceInformation SecurityBank Product SalesStaff CoachingMultitaskingBank Product KnowledgeCross-Selling

Qualifications

High School Diploma or Equivalent6+ Months Product Sales Experience1+ Year Sales, Banking, or Related ExperienceS.a.F.E. Act RegistrationNotary Public Designation

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off
Parental Leave
Tuition Assistance

Full job description

Description First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve 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. - Extensive travel required, must have the ability to travel daily to banking centers within assigned region. - 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. - Ability to multi-task in a fast-paced environment. - In-depth knowledge of products/services offered by the bank (all lines of business). 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. - Extensive travel required, must have the ability to travel daily to banking centers within assigned region. - 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. - Ability to multi-task in a fast-paced environment. - In-depth knowledge of products/services offered by the bank (all lines of business). 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

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