Client Relationship Representative; Universal Banker - Travel
Listed on 2026-01-06
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Customer Service/HelpDesk
Bank Customer Service, Customer Service Rep
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve
Full‑time position focusing on high quality customer service, accurate bank transactions, and product suggestions that meet customer financial needs. We support you so you can exceed sales and service goals while delivering a meaningful customer experience.
Responsibilities- Provide excellent customer service by:
- Responding to customer requests for banking transactions.
- Answering customer inquiries with solutions that meet the customer's current needs.
- Continually building customer loyalty and advocates.
- Contribute to overall banking center operation by:
- Balancing cash, daily transactions, vault, and ATM.
- Understanding and ensuring compliance, regulations and reporting.
- Following information security policy and verification procedures to protect customer privacy.
- Assisting 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 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 sales and service activities at the Banking Center.
- Assisting in banking center operations and ensuring policies and procedures are followed.
- High School Diploma or Equivalent.
- Minimum of 6 months of experience selling products or services.
- Minimum of 1 year of sales, banking, and/or related experience.
- Extensive travel required; must be able to travel daily to banking centers within assigned region.
- SAFE Act Registration at the time of employment through NMLS, met within 3 months of hire.
- 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).
- Prior banking experience.
- Ability to sell and cross‑sell bank products and services.
- Base Pay PLUS Bonuses
- Medical, Dental and Vision Insurance
- 401(k)
- Health Savings and Flexible Spending Accounts
- Vacation/Sick Time
- Paid Holidays
- Paid Parental Leave
- Tuition Reimbursement
- Additional Benefits
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.
VisionTo enhance the financial wellness of the diverse communities we serve.
MissionTo be the most responsive, knowledgeable, and high‑performing financial organization for our clients, teammates, and shareholders.
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!
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 the Know Your Rights notice from the Department of Labor.
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