Client Relationship Representative Reserve
First Merchants Bank
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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr First Merchants Bank
- Job Summary 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...SuggestedFlexible hoursNight shift
- ...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...SuggestedFull timeContract workWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursShift workWeekend work
- Job DescriptionSUMMARY:The Client Relationship Officer supports the line of business by providing exceptional service and operational support to associates and clients. This role manages client requests, facilitates account operations, and ensures accuracy and completion...SuggestedWork at office
- Morgan Stanley in Columbus, OH seeks a Client Relationship Analyst to provide exceptional client service to Financial Advisors and teams. You will handle routine client inquiries, execute money movements, and assist with account documentation and digital tools. The role...Suggested
$45k - $70k
...Position Overview We are seeking a dependable and service-oriented Customer Service & Reservations Associate to support client inquiries and assist with reservation coordination. This role focuses on delivering timely support, managing requests, and ensuring all details...SuggestedRemote workFlexible hours$20.25 - $24.75 per hour
...U.S. Bank is looking for a Client Relationship Consultant in Columbus, Ohio. This role involves building relationships with customers while adapting a digital-first mindset. Responsibilities include educating clients on banking products, processing transactions, and providing...Hourly pay- 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
- 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...
- ...Regional Program Specialist - Reserve to support our Services to... ...conduct follow-up services with clients and ensure all activities... ...for mobile deployments. Relationship Management and Community Outreach... ...local marketing channels. Represent the Red Cross at official functions...Temporary workPart timeLocal areaRemote workWorldwideOverseasRelocation packageFlexible hours
- ...about helping people secure their future? Corey Mayle Allstate Insurance in Westerville, Ohio, is looking for a warm and driven Client Relationship and Growth Specialist to join our dedicated team. We believe that building genuine connections with our clients is the heart...Casual workWork from home
$70k - $75k
...performance-based growth through authentic relationships. Its award-winning productsPerformance (... ...user challenges by replicating client experiences, testing features, and identifying... ...the position's requirements. The Company reserves the right to modify this pay range at...Work at officeWorldwideHome officeFlexible hoursShift work3 days per week$17.5 per hour
...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...products and services Build productive trust relationships with wholesale and retail customers... ...of the date of this posting. The Company reserves the right to modify this information at...Full timeContract workFor contractorsWork experience placementLocal areaAfternoon shift- Apollon Wealth Management, LLC in Columbus, Ohio is seeking a Relationship Manager to enhance wealth management services for clients. The role involves close collaboration with financial advisors and clients, ensuring financial needs are met through exceptional support...
- Apollon Wealth Management in Columbus, Ohio is looking for a Relationship Manager to deliver top-notch wealth management services. This role involves supporting financial advisors, managing client accounts, and ensuring compliance with regulatory standards. The ideal candidate...
$65k - $90k
...Client Relationship Manager At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 19...Work experience placementHome officeFlexible hours- ...Corporate Client Relationship Manager Surge Staffing – Columbus, Ohio Metropolitan Area (On-site) Build Strong Partnerships. Deliver Exceptional... ...accurate client records and activity within the CRM system. Represent Surge Staffing professionally at client meetings, networking...Work at officeMonday to Friday
- Client Representative / Customer Service Representative Responsible for management of all vehicles in Columbus, OH. Conduct multi-point inspection... ...and prepped for future rentals. Maintain positive relationships with external body & service shops. Transport vehicles to...Permanent employmentFull time
- ...PNC in Columbus, OH, is seeking a Personal Banker to originate and deepen customer relationships at the Polaris Branch. The role emphasizes proactive sales, service excellence, and leveraging ecosystem partnerships to grow share of wallet. Candidates typically have 3+...Work at office
$60k - $85k
Manning & Napier, Inc in Columbus, OH is seeking a detailed and proactive Relationship Manager. You will serve as the primary client advocate, overseeing their experience and contributing to business development activities. This position requires collaboration with a Wealth...- 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...
$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- ...The key to success will be the ability to develop a thorough understanding of the spaces in which our clients recruitand establish recruiting networks, relationships and innovative techniques to source and attract top candidates. Responsibilities: Manage the full life...
- ...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 workWork experience placement
$20.25 - $24.75 per hour
...and discover what you excel at—all from Day One. Job Description Branch Location: 946 S. Hamilton Rd., Columbus, OH 43213 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and...Temporary workLocal area$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 internal... ...company systems and tools to manage reservations, event details, and client communications...Remote workFlexible hoursShift workAfternoon shift- ...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 timeLocal areaWorldwideFlexible hoursShift workNight shift3 days per week
- ...to join our growing team as a Travel & Client Experience Specialist. This flexible remote... ...vacation planning, travel research, reservations, and overall travel coordination while... ...opportunities Build and maintain strong client relationships Utilize company-provided tools and...Full timePart timeRemote workFlexible hours
- Description Summary: As a Mortgage Direct - Account Relationship Associate, you're more than just a financial resource for our existing customers... ..., driven yet teachable and have the ability to build good client and team relationships. Duties & Responsibilities As a...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$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...$75k - $95k
...target quotas. Professionally represent the company to the customer... ...customer/vendor relationship with appropriate customer personnel... ...including the: Maintenance of client information in company CRM (... ...undue hardship. Xylem reserves the right to modify this job...Casual workLocal areaRemote workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Representative Reserve. Be the first to apply!
- community service representative Columbus, OH
- client service representative Columbus, OH
- career services representative Columbus, OH
- bilingual customer service representative spanish english Columbus, OH
- customer experience agent Columbus, OH
- customer account representative Columbus, OH
- client solutions specialist Columbus, OH
- customer experience associate Columbus, OH
- entry level customer support representative Columbus, OH
- part time customer representative Columbus, OH


