First Merchants Corporation · 1 month ago
Senior Client Relationship Representative
Lafayette, IN
Full-time
Onsite
Mid, Senior Level
1+ years expFirst Merchants Corporation is seeking a Senior Customer Relationship Representative to join their team. This role is responsible for delivering high-quality customer service, processing bank transactions, and identifying products to meet clients' financial needs, while also meeting sales goals and ensuring operational efficiency.
Financial Services
Responsibilities
Deliver high quality customer service on a wide variety of general banking matters within the banking center, including processing transactions, opening accounts, and processing loan applications
Assist with opening and closing of the banking center, conducting audits, and banking center balancing to ensure efficiency
Assess client’s financial position to identify additional relationship opportunities while utilizing the Gold Standard for Service expectations. This includes acquiring and using in-depth knowledge of products/services of all lines of business at First Merchants
Meet or exceed established individual and team sales goals to help the Banking Center achieve scorecard goals
Effectively use the CRM (Client relationship management tool) and guided conversation to assess the client’s current and future financial situation to identify and recommend additional products to deepen client relationship
Utilize digital tools to provide education and help clients enroll in electronic banking products and services during account opening
Support the whole bank partnership identified during needs-based conversations including merchant services, treasury management, mortgages, and investments
Assist in banking center operations and ensure policies and procedures are followed
Qualification
Required
High school diploma or equivalent (GED)
A minimum of one (1) year of banking, sales, or related experience and a minimum of six (6) months of experience selling products or services
This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire
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)
Preferred
Prior banking experience
Ability to sell and cross-sell bank products and services
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
Additional Benefits
Company
First Merchants Corporation
First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Hardwick
Chief Executive Officer
Mike Rechin
President and CEO
Recent News
Inside INdiana Business
2024-04-16
2024-04-08
2024-04-08
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