Client Relationship Representative (Part Time <20 Hours)

Job Description

Job Description

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Part Time to join our team! This part-time position is responsible for delivering high-quality customer service and accurately performing a variety of banking activities, including processing financial transactions, opening deposit accounts, and assisting with loan applications. The position identifies customer needs and recommends appropriate banking products, services, and digital solutions to support customers’ current and future financial needs. The position is also responsible for building and maintaining positive customer relationships and contributing to the banking center’s success by achieving established individual and team sales and service goals.

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.
• A minimum of one (1) year of customer service, sales, banking, or related experience.

The following would be a plus:

• Prior banking experience.
• Ability to sell and cross-sell bank products and services.
• 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.

First Merchants offers the following:

• Base Pay PLUS Bonuses
• 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!