Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Representative Reserve

First Merchants Bank

Job Description

Job 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).

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

 

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, Mission and Team statement reflect and reinforce that authentic service philosophy.

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. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

 

Apply today to begin your career with us!

Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Client Relationship Representative Reserve in Columbus, OH vacancy
  • $57k - $61k

     ...Client Relationship Representative At Bela Brand Bat, we are committed to excellence, precision, and innovation. As a dynamic and forward-thinking company, we pride ourselves on maintaining an environment that values professionalism, creativity, and continuous growth... 
    Suggested
    Work at office

    Bela Brand Bat

    Columbus, OH
    1 day ago
  •  ...Description First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering...  ...to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established... 
    Suggested
    Flexible hours
    Night shift

    First Merchants Bank

    Columbus, OH
    12 days ago
  • First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality...  ...to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established... 
    Suggested
    Flexible hours

    First Merchants Bank

    Columbus, OH
    1 day ago
  • Customer Relationship Expert - Columbus, OHJob Description:We are seeking a skilled professional to fill the role of Customer Relationship...  ...OH location. This individual will be responsible for managing client relationships and ensuring customer satisfaction.... 
    Suggested
    Work at office

    Gables Search Group

    Columbus, OH
    2 days ago
  •  ...monitoring, and ensuring completion of all open work orders and service requests. This includes assistance to the Manager, Customer Relationship Services and providing guidance and handling escalated scheduling / service issues. Responsibilities Responsible for... 
    Suggested
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Weekend work

    Vertiv Holdings

    Columbus, OH
    1 day ago
  • First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales...  ...tools to meet the current and future financial needs of bank clients. Deliver upon a meaningful customer service experience... 
    Night shift

    First Merchants Corporation

    Columbus, OH
    4 days ago
  •  ...insurance is about more than just policies; it is about people, relationships, and the peace of mind that comes from being well-prepared....  ...a proactive approach to protecting our neighbors. As our new Client Relationship and Growth Specialist, you won't just be processing... 
    Casual work
    Work at office
    Local area
    Work from home

    Corey Mayle Allstate Insurance

    Westerville, OH
    2 days ago
  • A regional financial institution is seeking a Senior Customer Relationship Representative for their Columbus, OH location. This role is crucial for delivering exceptional customer service by effectively processing transactions, opening accounts, and identifying products... 

    First Merchants Bank

    Columbus, OH
    1 day ago
  • PowerToFly is looking for a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in a dynamic environment. Responsibilities include enhancing client relationships, managing documentation, and assisting with administrative... 

    PowerToFly

    Columbus, OH
    17 hours ago
  • $18 - $22 per hour

     ...Customer Service & Sales Representative Location: Columbus, OH 43204 Pay: $18-$2...  ...service and converting inquiries into reservations Handle customer reservations and...  ...scheduling needs. Build and strengthen client relationships to support customer retention and... 
    Hourly pay
    Work at office

    RemX

    Columbus, OH
    3 days ago
  • $36.4k

     ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date...  ...and services Build productive trust relationships with wholesale and retail customers Process...  ...the date of this posting. The Company reserves the right to modify this information at... 
    Full time
    Contract work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Westerville, OH
    4 days ago
  •  ...win together. We take pride in creating long-term customer relationships and cultivating a workplace where associates are supported,...  ...store-preference data to drive store visits and online order reservations Leverage website behavior to guide customers toward stores... 
    Full time
    Seasonal work
    Home office

    Micro Center

    Hilliard, OH
    17 hours ago
  • $65k - $75k

     ...performance-based growth through authentic relationships. Its award-winning products -...  ...thoroughness are at the core of how we serve our clients. We highly value candidates who take...  ...of the position, and the Company reserves the right to modify this pay range at any... 
    Contract work
    Work at office
    Immediate start
    Worldwide
    Home office
    Flexible hours
    Shift work
    3 days per week

    Impact.com

    Columbus, OH
    4 days ago
  •  ...Agent in Columbus, OH is seeking an Insurance Account Representative to build and maintain customer relationships through proactive lead development and needs-based...  ...to exceeding quotas while supporting long-term client satisfaction and growth opportunities within the... 
    Work at office

    Akinsures

    Columbus, OH
    4 days ago
  •  ...Client Representative / Customer Service Representative Tech Tammina LLC Responsible for management of all vehicles in Columbus, OH...  ...cleaned and prepped for future rentals Maintain positive relationships with external body & service shops Transport vehicles... 

    TechTammina LLC

    Columbus, OH
    1 day ago
  • $30k - $60k

     ...Sales & Client Support Specialist: Travel Westerville, Ohio, United States $ 30...  ...communication skills who enjoy building relationships and working in a flexible environment....  ...experiences Coordinate and confirm travel reservations and itineraries Maintain consistent... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Westerville, OH
    1 day ago
  • $55k - $75k

     ...Job Description Job Description Client Representative (Entry Level - FTF Sales) High Velocity Acquisitions is a place for bold, hardworking...  ...-to-face outside sales to new customers. Build strong relationships through professional and personalized interactions... 
    Weekly pay

    HIGH VELOCITY ACQUISITION INC

    Columbus, OH
    7 days ago
  •  ...applicable Draft carrier submissions Support obtaining client online portal quotes Draft client proposals Leverage templates...  ...on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Maintains... 
    Temporary work
    Work experience placement

    World Insurance

    Columbus, OH
    4 days ago
  • $20 - $22 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to... 
    Full time
    Temporary work

    U.S. Bank

    Columbus, OH
    3 days ago
  • $300k

     ...technical roadmaps and transformation goals.Build executive relationships: Develop senior customer contacts to expand accounts, improve...  ...hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other... 
    Relocation package

    Nutanix

    Columbus, OH
    4 days ago
  • $65k - $90k

     ...Job Description Job Description Mutual of America Financial Group Job Title:  Client Relationship Manager Location:  Ohio, Indiana, Kentucky (remote)  Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve... 
    Work experience placement
    Remote work
    Home office
    Flexible hours

    Mutual of America Life Insurance Company

    Columbus, OH
    6 days ago
  •  ...Circle of Life buy, sell, trade, and reservation business model. This position ensures...  ...operational elements, and nurture guest relationships that lead to sales and repeat business...  ...ensure that all products in the store are represented, organized, and alphabetized on the... 
    Full time
    Local area
    Worldwide
    Flexible hours
    Shift work
    Night shift
    3 days per week

    GameStop

    Westerville, OH
    5 days ago
  • Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses. You... 

    Mercer Advisors

    Columbus, OH
    1 day ago
  •  ...person campaigns, promotional events, and client representation. Our team is committed...  ...are hiring a motivated Client Service Representative for an immediate start in Columbus. This...  ..., and building positive customer relationships. Key Responsibilities * Provide friendly... 
    Full time
    Immediate start

    MAD Live Solutions

    Columbus, OH
    3 days ago
  •  ...Remote Client Representative | Customer Service | Work From Home | Weekly Pay Company: AO | Globe Life Location: 100% Remote (United...  ...their future. If you enjoy helping people, building relationships, and working from home, we'd love to meet you. Why Join... 
    Weekly pay
    Full time
    Remote work
    Work from home
    Flexible hours

    Globe Life AIL - Lisa Russel

    Columbus, OH
    28 days ago
  •  ...Senior Customer Service Representative (Corporate, Sr. Registered Agent...  ...in-depth customer relationships and ensuring customers derive...  ...You will have heavy direct client interactions via written and...  ...reports, filing/tracking name reservations and registrations, as well... 
    Work at office
    Remote work
    Shift work

    Wolters Kluwer

    Columbus, OH
    2 days ago
  • $20 - $25 per hour

     ...: The Group Sales Coordinator supports clients throughout the event planning process by...  ...needed. Build and maintain positive relationships with clients, guests, vendors, and...  ...Utilize company systems and tools to manage reservations, event details, and client... 
    Remote work
    Flexible hours
    Shift work
    Afternoon shift

    Levy Sector

    Columbus, OH
    17 hours ago
  • KeyBank seeks a Private Client Banker in Ohio to build trusted client relationships through a plan-based approach to financial advice. You will refer investment and insurance products and collaborate with Retail, Key Investment Services, Private Bank, Mortgage and Business... 

    KeyCorp

    Hilliard, OH
    4 days ago
  • $151.5k - $204.96k

     ...Senior Client Partner Utilities NA The Senior Client Partner Utilities NA is a strategic leader responsible for managing key client relationships across the North American utilities landscape. This role focuses on driving business growth, ensuring delivery excellence... 

    TEPHRA

    Columbus, OH
    17 hours ago
  • Client Partner, Business Relationship Client Partner, Business Relationship ClifyX

    ClifyX

    Columbus, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Representative Reserve. Be the first to apply!