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Division Administrator (DA) – Advanced Electromagnetics Division (AED)
ARA Brand
Cypress, CA
This role ensures efficient, consistent, and well-coordinated administrative operations across AED, allowing the Division Manager to focus on strategic priorities, business growth, and…
Added just now
Director, Corporate Engagement – LLA Sales
Year Up, Inc
United States
Applicants must live within a reasonable commutable distance to a Year Up United location · Starting January 5, 2026, employees are expected to work on-site at least two days per week (Monday through Thursday dependent on job requirements)
Added 1 min ago
Finance Manager (Idaho, Montana, Wyoming)
The Nature Conversancy
Remote, United States
The Finance Manager, Western US and Canada, serves as primary finance partner for up to three assigned Business Units (BUs) and Division Priorities (DPs) within the Division. The Finance…
Added 2 mins ago
3G
FOH Service Manager
36 Granada
St. Augustine, FL
- $55,000 to $65,000 USD / year
The Service Manager sits between our General Manager and our Floor Manager and works alongside our Director of Operations. The role is built around one thing: the guest experience. We’re…
Added 3 mins ago
Operations Manager (Accelerated Development Program)
Michelin North America
WOODBURN, IN · LEXINGTON, SC · SPARTANBURG, SC · TUSCALOOSA, AL · GREENVILLE, SC · Midland City, AL · NORWOOD, NC · ANDERSON, SC
Furthermore, the position will be part of an accelerated development program with a goal of positioning the new leader to rapidly gain experience and grow quickly within the organization.…
Added 4 mins ago
Director of Food and Beverage Operations, Harrah College of Hospitality [R0154154]
University of Nevada, Las Vegas
United States
ServSafe certification required
Added 5 mins ago
Oliver Wyman - Commercial Effectiveness – Senior Consultant /Associate
Oliver Wyman Group
New York, NY · Washington, DC · Boston, MA · San Francisco, CA · Chicago, IL
…industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 5,000 professionals around the world who work…
Added 7 mins ago
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Solution Architect
TEKsystems
Hanover, MD
- $125,000 to $190,000 USD / year
…functions in the following areas: Solution, Account Interaction, Service Design Development and Practice pipeline responsibilities. The SA I is expected to have the experience and…
Added 8 mins ago
Manager Technical Services
Tyson Shared Services, Inc.
Caseyville, IL
This role provides leadership and technical direction for Research and Development Technical Services at assigned manufacturing facilities and co-manufacturers. The R&D Technical Service…
Added 8 mins ago
Dialysis Clinical Manager Registered Nurse - RN
Fresenius Medical Care
Celina, OH
About this role: As a Clinical Manager with Fresenius Medical Care, you will ensure that quality patient care is delivered while maintaining clinical operations. As the facility leader, you…
Added 8 mins ago
Director of Operations
Fresenius Medical Care
Livonia, MI
Participates in the development of area strategic plans, goals and objectives ensuring alignment with those of the region, division and company. Implements, disseminates and administers…
Added 8 mins ago
Catering Supervisor - Alexandria VA - Balducci's
Albertsons Companies
ALEXANDRIA, VA · Alexandria, VA
The Catering Supervisor oversees the day-to-day operations of the catering department and directly supervises all catering associates. This role supports the Catering Manager by ensuring…
Added 8 mins ago
1966 Home Shopping Manager
Albertsons Companies
KENT, WA · Kent, WA
…us for an exciting opportunity as a Home Shopping Department Manager, where digital fulfillment, customer service, and operational excellence come…
Added 9 mins ago
Senior Supply Chain Reporting & Analytics Analyst
Portland General Electric Company
Portland, OR
Provides advanced reporting, analytics, and business intelligence support for Supply Chain Operations, including Procurement, Category Management, Strategic Sourcing, Supplier Management,…
Added 10 mins ago
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Precert and Medical Records Manager
Center for Vein Restoration
Greenbelt, MD
- $70,000 to $75,000 USD / year
The Manager of Preauthorization & Medical Records is responsible for overseeing daily operations of the preauthorization and medical records departments. This role ensures timely insurance…
Added 10 mins ago
Enterprise Data Analytics Program Manager - Remote - Nationwide
Vituity
Sacramento, CA
3- 5 years of Product Management or equivalent experience required
Added 10 mins ago
IE
Associate Program Manager
Impact ES–Vancouver
Vancouver, WA
- $30 to $33 USD / hour
…customer requirements related to quality, delivery, cost, and service. This role provides exposure to customer relationship management, quoting, supply chain coordination, manufacturing…
Added 10 mins ago
Executive Planning Manager Events and Catering
Compass Group
Mountain View, CA
The Executive Planning Manager is accountable for the overall effectiveness of the planning organization, including people development, quality assurance, SOP governance, program…
Added 10 mins ago
Executive Chef Biola University
Compass Group
La Mirada, CA
This hands-on leader drives culinary excellence across multiple service platforms while fostering a culture of hospitality, collaboration, innovation, and accountability. The Executive Chef…
Added 10 mins ago
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Finance Manager - Regional Finance Operations - Full time, Day, Onsite
Providence St. Joseph Health
Spokane, WA
- Full-time
The Finance Manager support local ministry/entity leadership teams and may serve on local leadership committees as assigned. Responsible for financial analysis and modeling in order to…
Added 11 mins ago
Dialysis Clinical Manager Registered Nurse - RN
BOH USA Bio-Med Appl of Ohio Inc
Celina, OH
About this role: As a Clinical Manager with Fresenius Medical Care, you will ensure that quality patient care is delivered while maintaining clinical operations. As the facility leader, you…
Added 11 mins ago
Director of Operations
FMS USA Fresenius Mgmt Services Inc
Livonia, MI
Participates in the development of area strategic plans, goals and objectives ensuring alignment with those of the region, division and company. Implements, disseminates and administers…
Added 12 mins ago
Clinic Office Manager - Stockbridge, GA
Leidos QTC Health Services
Stockbridge, GA
Basic Life Support for Healthcare Providers (BLS) certification required within 30 days of starting
Added 13 mins ago
Senior Account Manager, VaaS (Vault-as-a-Service)
Collectors Universe, Inc.
Santa Ana, CA · Plano, TX · Boca Raton, FL · Jersey City, NJ
We’re looking for a Senior Account Manager, VaaS who will own our largest and most complex Vault-as-a-Service partners from the day the contract is signed through launch, growth and…
Added 13 mins ago
CE
Sales Associate
Claires Essentials LLC
Springfield, VA
- $12 to $13 USD / hour
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…

Closed listing

First Merchants Brand

Client Relationship Representative (Universal Banker)

Novi, MI, United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Posting language: English
Posted: Nov 10, 2026

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Original job description

Archived listing. The details below describe a past opening.

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position is responsible for delivering high-quality customer service and accurately performing a variety of banking activities, including processing financial transactions, opening deposit accounts, and assisting with loan applications. The position identifies customer needs and recommends appropriate banking products, services, and digital solutions to support customers’ current and future financial needs. The position is also responsible for building and maintaining positive customer relationships and contributing to the banking center’s success by achieving established individual and team sales and service goals.

As part of this role you will:

Customer Experience and Relationship Management
Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
Maintain accurate client records and account information to support ongoing relationship management.
Operational Excellence
Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
Sales and Business Development
Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
Open new consumer and business accounts and process loan applications for new and existing clients.
Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
Team Collaboration and Leadership
Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
Serve as a resource for associates regarding problem resolution and procedural questions.
High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
Risk Management and Compliance
Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
Complete required training and stay current on regulatory, operational, and product knowledge expectations.

To be successful in this position, we require the following:

High school diploma or equivalent (GED).
A minimum of one (1) year of customer service, sales, banking, or related experience.

The following would be a plus:

Prior banking experience.
Ability to sell and cross-sell bank products and 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.
Ability to obtain Notary Public designation.

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!

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Skills

Customer service
Banking activities
Sales
Customer experience
Ensure compliance with policies
Sales targets
Leadership
Coaching
Risk management
Regulatory compliance
Reporting
Cybersecurity
Product knowledge
Notary

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Jobs in the United States