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Client Relationship Representative Reserve

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: First Merchants Corporation
Full Time position
Listed on 2026-07-14
Job specializations:
  • Sales
    Banking & Finance, Financial Sales
  • Finance & Banking
    Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 62000 USD Yearly USD 50000.00 62000.00 YEAR
Job Description & How to Apply Below

First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) – Reserve. This full‑time role focuses on delivering high quality customer service by accurately conducting bank transactions and promoting products that meet customers’ financial needs.

Responsibilities
  • Provide excellent customer service:
    • Respond to customer requests for banking transactions.
    • Answer customer inquiries and provide solutions that address their current needs.
    • Build customer loyalty and advocacy.
  • Contribute to the overall banking center operation:
    • Balance cash, daily transactions, vault and ATM.
    • Ensure compliance with regulations and reporting requirements.
    • Follow information security policies to protect customer privacy.
    • Assist with opening and closing the banking center.
  • Actively participate in a sales environment:
    • Sell bank products, make referrals, and support sales goals.
    • Maintain knowledge of all bank products.
    • Participate in daily and weekly meetings and coaching sessions.
  • Lead and mentor colleagues:
    • Train, coach, and guide staff in operational and sales skills.
    • Attend required training sessions.
    • Lead sales and service activities at the banking center.
    • Assist in operations to ensure policies and procedures are followed.
Qualifications
  • High School Diploma or equivalent.
  • Minimum six months of experience selling products or services.
  • Minimum one year of sales, banking, or related experience.
  • Extensive travel required; must travel daily to banking centers within the assigned region.
  • S.A.F.E. Act Registration via the Nationwide Mortgage Licensing System (NMLS) within three months of hire.
  • Ability to obtain Notary Public designation.
  • Strong multitasking skills in a fast‑paced environment.
  • In‑depth knowledge of the bank’s product and service lines.
Preferred Qualifications
  • Prior banking experience.
  • Ability to sell and cross‑sell bank products and services.
Benefits
  • Base pay plus bonuses.
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Health Savings and Flexible Spending Accounts.
  • Vacation and sick time.
  • Paid holidays.
  • Paid parental leave.
  • Tuition reimbursement.
About First Merchants

First Merchants is guided by a philosophy of being a meaningful place to work and having a prosperous impact across all walks of life in the communities we serve, including consumers, businesses, and other organizations. Our vision, mission, and team statement reinforce this authentic service philosophy.

Vision

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

Mission

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

Team

We are a dynamic team of colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates from diverse backgrounds, believing in the power of inclusion and belonging.

Apply today to begin your career with us!

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