- Deliver high quality customer service on a wide variety of general banking matters within the banking center, including processing transactions, opening accounts, and processing loan applications.
- Assist with opening and closing of the banking center, conducting audits, and banking center balancing to ensure efficiency.
- Assess client's financial position to identify additional relationship opportunities while utilizing the Gold Standard for Service expectations. This includes acquiring and using in-depth knowledge of products/services of all lines of business at First Merchants.
- Resolve client inquiries, problems, and complaints with scope of authority while proactively using service to sales techniques to provide solutions to clients for current financial needs.
- Use feedback from Customer Service surveys to build client loyalty and create client advocates.
- Meet or exceed established individual and team sales goals to help the Banking Center achieve scorecard goals.
- Effectively use the CRM (Client relationship management tool) and guided conversation to assess the client's current and future financial situation to identify and recommend additional products to deepen client relationship.
- Fully engage in the sales process including, but not limited to daily huddles, weekly sales meetings, and call events.
- High performing Senior Client Relationship Representatives may serve as banking center mentors.
- Utilize digital tools to provide education and help clients enroll in electronic banking products and services during account opening.
- Support the whole bank partnership identified during needs-based conversations including merchant services, treasury management, mortgages, and investments.
- Assist in banking center operations and ensure policies and procedures are followed.
- Adhere to and participate in completing the branch daily security checklist.
- Monitor and resolve deposit and loan exceptions in a timely fashion.
- Comply with information security and client and business verification policies and procedures.
- Understand and ensure compliance for regulations and reporting, including but not limited to: Bank Secrecy Act (BSA), OFAC, CIP, EDD, etc.
- High school diploma or equivalent (GED).
- Over one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.
- This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
- Obtain Notary Public designation within six (6) months of employment.
- Ability to multi-task in a fast paced environment.
- In-depth knowledge of products/services offered by the bank (all lines of business).
- Ability to stand for long periods of time and move freely about the office. Ability to lift files, open file cabinets, bending, and stooping.
- Ability to ambulate fingers to utilize office equipment such as a computer, phone, printer, etc.
- Prior banking experience.
- Ability to sell and cross-sell bank products and services.
- 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
-
Customer Relationship Representative
2 days ago
PeopleReady Chicago, United StatesJob Description · The CRR - AEC is responsible for providing support to the Associate Engagement Centers. By assisting with daily operations, this position advocates for the customer and associate experience. This position assists new associates with the employment process and a ...
-
Vendor Relationship Representative
2 weeks ago
Lessen LLC Chicago, United States Full timeLessen is one of the fastest growing companies in the real estate services industry. Our proprietary technology platform provides clients with portfolio dashboards, the ability to review and approve project estimates, check in on project progress in real time and pay vendors all ...
-
Vendor Relationship Representative
4 weeks ago
Lessen Chicago, United StatesLessen is one of the fastest growing companies in the real estate services industry. Our proprietary technology platform provides clients with portfolio dashboards, the ability to review and approve project estimates, check in on project progress in real time and pay vendors all ...
-
Vendor Relationship Representative
2 weeks ago
Lessen Chicago, United StatesThe Vendor Relationship Representative supports the department by facilitating, developing and contributing to effective relationships with suppliers and vendors. Is able to work with general supervision. · **What You'll Do**: · - Develop and maintain positive vendor relations to ...
-
Vendor Relationship Representative
5 days ago
Lessen Chicago, United StatesLessen is one of the fastest growing companies in the real estate services industry. Our proprietary technology platform provides clients with portfolio dashboards, the ability to review and approve project estimates, check in on project progress in real time and pay vendors all ...
-
Business Development Representative
3 weeks ago
Easy Healthcare Corporation | easy@Home, Premom Burr Ridge, United StatesBusiness Development Representative / Employment Type: Full-time · Easy Healthcare Corporation | , Premom (EHC), is currently seeking a dynamic and self-motivated individual to join our team as a Business Development Representative (BDR). For the past 10 years EHC has helped smal ...
-
Westmont Chamber of Commerce and Tourism Bureau Westmont, United StatesPosition Title: President & Economic Development Partnership Director · Position Overview · The Westmont Chamber of Commerce and Tourism Bureau (WCCTB) is a business focused membership organization based in Westmont, Illinois. · The vision of WCCTB is to be the source, the voice ...
-
Speech Language Pathologist: Westmont, IL
2 weeks ago
Soliant Westmont, United StatesMinimum 1+ years speech therapy experience required. · Illinois SLP · Soliant is collaborating with a charter school network in Westmont, IL, and is seeking a contract Speech-Language Pathologist to work with K-12 students in two campuses on the South Side. · One campus serves a ...
-
Territory Sales Manager
2 weeks ago
Fresenius Medical Care, North America Westmont, United States Permanent position, Full timeTerritory Manager' daily driving within one hour of Westmont, IL office. Sales experience with medical device or health care services, ESRD. · Base + quarterly bonus Excellent Benefits · PURPOSE AND SCOPE: · Responsible for marketing, educating, promoting and selling Azura servi ...
-
Director of Coaching
3 weeks ago
Soccer Shots - DuPage County Westmont, United States Full timeBenefits:Competitive salary · Employee discounts · Option for 401(k) · Free uniforms · Health insurance · Opportunity for advancement · Paid time off · Training & development · Soccer Shots is an engaging children's soccer program with a focus on character development for childre ...
-
Customer Service Representative
1 hour ago
Aston Carter Darien, United States: This role will be supporting the CSR team on the beauty side of the operation. · Job Duties: · Interacts with global customers daily, processing orders in ERP system and responding to questions. Prepares correspondences and fulfills customer needs to ensure customer satisfact ...
-
Truck Driver
1 week ago
Penske Transportation Solutions Woodridge, United States Full timeImmediate Opportunities: Full-time Class A CDL Truck Drivers · • Average $92000 annually · • $5000 retention bonus · • Quarterly safety bonus of up to $625 · • Sunday through Thursday · • Driver referral bonus program up to $5000 per referral You will drive: · • Late model ...
-
Sales Development Representative
2 weeks ago
Spindle Woodridge, United StatesWe're Spindle, a division of Dober – It's Nice to Meet You · We're passionate people with soulful dedication to making our world a better, cleaner place through exceptional chemistry and brilliant technology. For over 65 years, Dober has delivered innovative chemistry and softwa ...
-
Pediatric Occupational Therapist
3 weeks ago
Seasons Therapy Group Hinsdale, United StatesAre you a passionate Pediatric Occupational Therapist in the Hinsdale area looking to make a meaningful impact on the lives of children? · Seasons Therapy, a leading multidisciplinary state of the art pediatric clinic in Hinsdale, IL, is seeking an exceptional individual to join ...
-
Customer Sales
2 weeks ago
FASTSIGNS Downers Grove, United States Full timeFastsigns Downers Grove is hiring for a Customer Sales & Service Representative to join our team · Benefits/Perks: · Competitive Pay · Paid Vacation and Holidays · Performance Bonus · Ongoing Training Opportunities · 401K · Health and Dental Benefits · A Successful FASTSIGNS Cus ...
-
BDC Agent
2 weeks ago
AUTOS OF CHICAGO Downers Grove, United States Full timeBenefits:401(k) · Bonus based on performance · Employee discounts · Health insurance · Training & development · Autos Of Chicago has an immediate opening for a Business Development Representative · We are looking for confident individuals with excellent grammar and effective comm ...
-
Marketing Service Representative
3 days ago
Health Care Service Corporation Downers Grove, United States Full timeAt HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career. · Come join us and be part of a purpos ...
-
Inside Sales
1 week ago
5H2 Hub International Midwest Limited Downers Grove, United States Full timeAbout HUB · In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protect ...
-
Business Development Specialist
4 weeks ago
Neighborhood Loans Downers Grove, United StatesJob Description: · The Business Development Specialist will work hand in hand with our regional managers in recruiting future Neighborhood Loans loan officers. You will be responsible for developing relationships and scheduling meetings with prospective loan officers to engage t ...
-
Vice President Strategic Sourcing
1 week ago
Duravant Downers Grove, United States*When not traveling, this position is on-site at the Duravant office in Downers Grove, IL* · Duravant is a global engineered equipment company with an over 100-year operating history. Through our portfolio of operating companies, we deliver trusted end-to-end process solutions f ...
Senior Client Relationship Representative - Darien, United States - First Merchants Bank
Description
Job Description
Job DescriptionAs part of this role you will:
To be successful in this position, we require the following:
Requires the following physical requirements:
The following would be a plus:
First Merchants offers the following:
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
