Client Relationship Representative; Universal Banker - Travel

Position: Client Relationship Representative (Universal Banker) - Travel

Client Relationship Representative (Universal Banker) – Travel

Join to apply for the Client Relationship Representative (Universal Banker) - Travel role at First Merchants Corporation
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As Part Of This Role

• Provide excellent customer service by:
  • Responding to customer requests for banking transactions.
  • Answering customer inquiries and problems with solutions that meet their 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 the 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 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.

To Be Successful in This Position, We Require the Following

• 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 the assigned region.
• S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) within 3 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.
• 401(k) plan.
• 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:
To enhance the financial wellness of the diverse communities we serve.

Our mission:
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.'

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