Michigan Veterans Jobs

Mobile michigan-jobbank Logo

Job Information

First Merchants Bank Customer Service Representative in Taylor, Michigan

font class="bold"Description/fontdivPosition Goals:Execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products and services to meet the current and future financial needs of bank customers. Deliver upon a meaningful customer service experience while exceeding personal production goals.Essential Duties and Responsibilities:olliProvide high quality customer service on a wide variety of general banking matters within the banking center. Some banking centers are designed to be a fluid, open space where employees are not at their desk or teller pod for long periods of time. Banking Centers are a fast-paced environment that requires ability to multi-task./liliPerform Service Associate duties as needed. Ability to perform hospitality functions (i.e. make coffee, serve refreshments, clean up)./liliBe highly responsive to customer requests of everyday monetary transactions, i.e. process deposits, loan payments, cash checks, night deposits, change orders, cashierand#8217;s checks and money orders./liliAssess customerand#8217;s financial position to identify additional relationship opportunities. This includes acquiring and using in-depth knowledge of products/services of all lines of business at First Merchants./liliProcess non-monetary requests for customers i.e. approve checks for cashing; accept and process stop payment orders, order debit cards, complete address changes and process check orders./liliResolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs./liliUse feedback from Customer Service surveys to build customer loyalty and create customer advocates./liliProvide assistance with maintaining customer records and accounts./liliActively participate in leading the sales and service activities at the Banking Center./liliMeet or exceed established individual and team sales goals to help the Banking Center achieve scorecard goals./liliEffectively use the consumer and business guided conversation to assess the customerand#8217;s current and future financial situation to identify and recommend additional products to deepen client relationship./liliEngage customers through teleconsulting activities including but not limited to call blocks and call nights to drive attainment of individual and team sales goals assigned to the Banking Center./liliFully engage in the sales management process including, but not limited to daily huddles, weekly sales meetings, touch bases and coaching sessions./liliUtilize customer relationship management tool (CRM) and other sales tools to record, track and maintain sales records for the incentive plan./liliTrain, coach, and guide staff with operational and sales skills./liliRecognize and solicit new business opportunities; sell all bank products and services; make customer calls as required.olliOpen new accounts and process loan applications for new and existing clients./liliUtilize kiosk to provide education and help customers enroll in electronic banking products and services during account opening./liliBe knowledgeable of all bank products and support the whole bank by making partner referrals as appropriate for merchant services, treasury management, mortgages and investments./liliComplete all new account onboarding calls and activities in a ti