Customer Service Representative-Reserve
First Merchants Bank - Lafayette, IN

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Provide high quality customer service by identifying products to meet financial needs of bank customers.

1. Provide customers with assistance and service on a wide variety of general banking matters.
    • Assess customer’s financial position to identify additional relationship opportunities.

    • Approve checks for cashing; accept and process stop payment orders.

    • Assist customers in reconciliation of accounts, answer questions and resolve complaints.

2. Assist with sales and service at the Banking Center
    • Assist associates in the attainment of quarterly sales and service goals assigned to the Banking Center.

    • Participate in or lead weekly sales meetings.

    • Maintain records for the incentive plan and prepare monthly reports.

    • Train, coach, and guide staff with operational and sales skills.

3. Recognize and solicit new business opportunities; sell all bank products and services; make customer calls as required.

4. Perform service associate duties as needed.

5. Assist in supervision of banking center operations and ensure procedures are followed.
    • Assist the Banking Center Manager in general administration and operations to ensure efficiency.

    • Assist associates with problem resolutions and procedure inquiries.

6. Comply with information security policies.

7. Attend and/or complete applicable and required training sessions.

8. Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, etc.

9. Assist with operational aspects of the banking center; control opening and closing of the banking center, conduct audits, and banking center balancing.

In addition to the list above, it is understood that all positions within the Corporation require individuals who possess a pleasant and friendly personality, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance . Further, all employees will have access to confidential, sensitive and/or non-public customer information and it is expected that each employee will have the ability to ensure their work locations and activities comply with the Information Security Policy.

Successful candidates will possess a high school diploma or equivalent (GED); one (1) years of banking, sales, or related experience; or associates degree in business or related field. Ability to sell and cross-sell bank products and services and an Associate’s Degree in business or related field are preferred.

In addition to the list above, it is understood that all positions within the Corporation require individuals who possess a pleasant and friendly personality, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance. Further, all employees will have access to confidential, sensitive and/or non-public customer information and it is expected that each employee will have the ability to ensure their work locations and activities comply with the Information Security Policy.

First Merchants Bank - 30+ days ago - save job - - block
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About this company
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Since our beginnings in 1893, we understand that it’s about the customer. We make our customers feel at home. We show them we care....