At a Glance
- Tasks: Join us as a Client Relationship Representative, providing top-notch customer service and banking solutions.
- Company: First Merchants Bank is dedicated to enhancing financial wellness in diverse communities.
- Benefits: Enjoy base pay plus bonuses, health insurance, 401k, paid time off, and tuition reimbursement.
- Other info: Immediate hiring available; training and coaching opportunities provided.
- Why this job: Be part of a dynamic team that values inclusion and positively impacts lives every day.
- Qualifications: High school diploma required; sales experience preferred; must register for S.A.F.E. Act within three months.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the 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:
- Provide excellent customer service by:
- Responding to customer requests for banking transactions.
- Answering customer inquiries and problems with solutions that meet the customer’s current needs.
- Continually building customer loyalty and customer advocates.
- Contribute to overall banking center operation by:
- Balance cash, daily transactions, vault and ATM.
- Understanding and ensuring compliance, regulations and reporting.
- Following 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.
- 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 the sales and service activities at the Banking Center.
- Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
- High School Diploma or Equivalent.
- Minimum of 6 (six) months of experience selling products or services.
- Minimum of 1 (one) 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 (three) months of hire date.
- Obtain Notary Public designation within twelve (12) months of employment.
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
- 401k
- 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 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!
Client Relationship Representative (Universal Banker) (Hiring Immediately) in Indianapolis employer: Rac
First Merchants Bank is an exceptional employer that prioritises employee growth and a supportive work culture, making it an ideal place for those looking to thrive in the banking sector. With comprehensive benefits including medical, dental, and vision insurance, as well as opportunities for bonuses and tuition reimbursement, employees are encouraged to develop their skills while contributing to a mission-driven organisation that values diversity and community impact. Join us in a dynamic environment where your contributions are recognised and rewarded, and where you can make a meaningful difference in the lives of our customers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Representative (Universal Banker) (Hiring Immediately) in Indianapolis
✨Tip Number 1
Familiarise yourself with the bank's products and services. Understanding what First Merchants Bank offers will help you confidently discuss these options with potential customers, showcasing your knowledge during interviews.
✨Tip Number 2
Practice your customer service skills. Since this role heavily focuses on providing excellent customer service, consider role-playing scenarios where you handle customer inquiries or complaints effectively.
✨Tip Number 3
Network with current employees or professionals in the banking industry. They can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 4
Prepare to discuss your sales experience in detail. Be ready to share specific examples of how you've successfully sold products or services in the past, as this will demonstrate your capability to meet the role's requirements.
We think you need these skills to ace Client Relationship Representative (Universal Banker) (Hiring Immediately) in Indianapolis
Some tips for your application 🫡
Understand the Role:Read the job description carefully to understand the key responsibilities and requirements for the Client Relationship Representative position. Tailor your application to highlight relevant experiences that align with these expectations.
Craft a Compelling CV:Ensure your CV is up-to-date and clearly outlines your experience in customer service, sales, and banking. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to meet sales goals and provide excellent customer service.
Write a Strong Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Highlight specific examples of how your skills and experiences make you a great fit for the position. Mention your understanding of the bank's mission and how you can contribute to their goals.
Proofread Your Application:Before submitting your application, take the time to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a customer-facing role.
How to prepare for a job interview at Rac
✨Know Your Products
Familiarise yourself with the bank's products and services. Be prepared to discuss how these can meet customer needs, as this will demonstrate your ability to sell and cross-sell effectively.
✨Showcase Customer Service Skills
Prepare examples of how you've provided excellent customer service in the past. Highlight situations where you resolved issues or built customer loyalty, as this is crucial for the role.
✨Understand Compliance and Security
Brush up on banking regulations and information security policies. Being knowledgeable about these areas shows that you take customer privacy seriously and understand the importance of compliance.
✨Demonstrate Team Leadership
Think of instances where you've trained or guided others. This role involves leading by example, so showcasing your leadership skills will be beneficial during the interview.
