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FM
First Merchants Bank
Client Relationship Representative Reserve
Career Insights for Personal Banker
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Scorecard
Based on Indiana data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$71,966 / year median in Indiana
+8% projected growth
Job Description
Client Relationship Representative Reserve First Merchants Bank - 3.1 Fort Wayne, IN Job Details Full-time 18 hours ago Benefits Paid parental leave Paid holidays Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Parental leave Vision insurance Qualifications MLO License Financial sales High school diploma or GED Financial product expertise Full Job Description First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve 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. Extensive travel required, must have the ability to travel daily to banking centers within assigned region. 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. 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.