Client Relationship Representative (Universal Banker) - Travel
Company: First Merchants Bank
Location: Plymouth
Posted on: February 18, 2026
|
|
|
Job Description:
Job Description Job Description First Merchants Bank is seeking
a Customer Relationship Representative (Universal Banker) 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. Ability to travel daily to banking
centers within assigned region until permanent location is
determined. Valid driver’s license and transportation. 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.
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!
Keywords: First Merchants Bank, Saint Clair Shores , Client Relationship Representative (Universal Banker) - Travel, Accounting, Auditing , Plymouth, Michigan