Apply on Employer Site

First Merchants Corporation · 3 weeks ago

Client Relationship Representative (Part time 20-24 hours)

Morgantown, Indiana, United States

Full-time, Part-time

Onsite

Entry Level

1+ years exp

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) – Part Time to join our team. This part-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.

Financial Services

Responsibilities

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

Qualification

Sales experienceBanking experienceS.A.F.E. Act RegistrationNotary Public designationProduct knowledgeCustomer serviceMulti-taskingCoaching skills

Required

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

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)