Senior Client Service Rep

Senior Client Relationship Representative
Job Category : Branch Banking

Full-Time

Reed Road, 4621 Reed Road, Columbus, OH 43220, USA

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization.

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. 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.

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.

E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). In-depth knowledge of products/services offered by the bank (all lines of business).

Prior banking experience.

Ability to sell and cross-sell bank products and services.

Medical, Dental and Vision Insurance

Health Savings and Flexible Spending Accounts

Paid Holidays

Tuition Reimbursement

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.

To enhance the financial wellness of the diverse communities we serve.

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We believe in the power of inclusion and belonging."

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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