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Client Relationship Representative; Universal Banker

Job in Huntington, Huntington County, Indiana, 46750, USA
Listing for: First Merchants Bank
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Sales
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Client Relationship Representative (Universal Banker)

Client Relationship Representative (Universal Banker)

Job Category
:
Branch Banking

Requisition Number
: CLIEN
011950

Locations

  • Huntington, Huntington, IN 46750, USA
Description

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full-time position focuses on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting 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:

  • Respond to customer requests for banking transactions.
  • Answer customer inquiries and problems with solutions that meet the customer’s current needs.
  • Continually build customer loyalty and customer advocates.
  • Contribute to overall banking center operation by:
    Balance cash, daily transactions, vault and ATM.
  • Understand and ensure compliance, regulations and reporting.
  • Follow 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.
  • Know all bank products.
  • Participate 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.
  • Attend and/or complete applicable and required training sessions.
  • Actively participate in leading the sales and service activities at the Banking Center.
  • Assist in banking center operations and ensure policies and procedures are followed.
Qualifications
  • 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.
  • S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 months of hire date.
  • 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).
Preferred
  • Prior banking experience.
  • Ability to sell and cross-sell bank products and services.
First Merchants offers the following
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • 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 is: To enhance the financial wellness of the diverse communities we serve.

Our Mission is: 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."

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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