Top 590 Customer account specialist Jobs in Columbus

Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Automotive BDC/Internet Sales Representative - Germain Automotive Partnership
Germain Automotive —Columbus, OH
- $26,000 a year
- Bilingual
- Background check
- Dealership
- Paid training
- Health savings account
Quick Apply
Accounting Specialist
Ironsite Inc. —Columbus, OH
- $22 - $34 an hour
- Overtime
- Background check
- Basic math
- Pass drug screening
- Paid training
- Disability insurance
Quick Apply
Collectors - Estate Care Specialist
Phillips & Cohen Associates Ltd. —Gahanna, OH
- $20 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
AR/AP Specialist
Division 7 Roofing —Galena, OH
- $22 - $25 an hour
- Full-time
- Microsoft Word
- Office
- Data entry
- Health insurance
- Dental insurance
Quick Apply
CUSTOMER SERVICE SPECIALIST (GEN)
FRANKLIN COUNTY CLERK OF COURTS —Columbus, OH
- From $20.30 an hour
- Basic math
- Research
- Office
- Commuter assistance
- Paid holidays
Financial Specialist
U.S. District Court - Ohio Southern —Columbus, OH
- $51,507 - $92,209 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
7d
Program & Account Specialist
NiSource —Columbus, OH
- $69,900 - $105,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
7d
Benefits Specialist
AEP Service Corporation —Columbus, OH
- $74,551.00 - $93,188.50 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Tuition reimbursement
- Retirement plan
5d
Financial Specialist
Ohio Southern District —Columbus, OH
- $51,507 - $92,209 a year
- Customer service
- Mid-level
- Office
6d
TITLE MANAGEMENT SPECIALIST (ATE)
FRANKLIN COUNTY CLERK OF COURTS —Columbus, OH
- From $20.45 an hour
- Weekends as needed
- Word processing
- Office
- High school diploma or GED
- Commuter assistance
- Paid holidays
Scheduling Specialist (NJUS)
NetJets —Columbus, OH
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health savings account
- Disability insurance
Digital Marketing Strategy Specialist
Accenture —Columbus, OH
- $59,100 - $205,800 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
Project Outreach Specialist Senior-Staff
AEP Service Corporation —New Albany, OH
- $87,633.00 - $151,132.50 a year
- Extended hours
- Marketing
- Customer service
- Office
- Tuition reimbursement
5d
Payment Specialist
Orthopedic One —Westerville, OH
- Full-time
- Hybrid work
- Computer literacy
- Basic math
- Windows
Transaction Specialist IV
JPMorganChase —Westerville, OH
- Full-time
- Mid-level
- High school diploma or GED
- Conflict management
- Health insurance
- Tuition reimbursement
TITLE MANAGEMENT SPECIALIST (ATN)
FRANKLIN COUNTY CLERK OF COURTS —Columbus, OH
- From $20.45 an hour
- Weekends as needed
- Word processing
- Mid-level
- Office
- Commuter assistance
- Paid holidays
Business Office Specialist
BRISTOL HOSPICE LLC —Columbus, OH
- $22 - $26 an hour
- Full-time
- Word processing
- Computer literacy
- Office
- Mileage reimbursement
- Health savings account
Quick Apply
6d
Technical Support Specialist
The Christian and Missionary Alliance —Reynoldsburg, OH
- $55,000 - $63,000 a year
- Weekends as needed
- Mid-level
- Travel
- Paid jury duty
- Health savings account
8d
Sales Support Analyst
WESTINGHOUSE OUTDOOR POWER EQUIPMENT —Columbus, OH
- Full-time
- Marketing
- Inventory management
- Mid-level
- Health savings account
- Disability insurance
Quick Apply

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Senior Client Relationship Representative

First Merchants Bank -
Columbus, OH

Quick Apply

Job Details

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance

Qualifications

MLO License
Financial sales
High school diploma or GED
Decision making
Financial product expertise

Full Job Description

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization.

As part of this role you will:

Customer Experience and Relationship Management
- Deliver a consistently exceptional client experience by managing complex service and relationship needs in a fast-paced, relationship-focused banking center environment.
- Serve as a trusted advisor by conducting in-depth conversations to understand clients’ financial situations and recommend integrated solutions across multiple product lines.
- Act as a point of escalation for advanced client inquiries and service issues, ensuring timely, accurate resolution and appropriate follow-through.
- Proactively strengthen client relationships by leveraging service insights and feedback to build loyalty, retention, and advocacy.
- Maintain accurate and complete client records to support effective relationship building and nurturing.
Operational Excellence
- Perform and oversee complex monetary and non-monetary transactions, ensuring
  accuracy, efficiency, and adherence to internal controls.
- Complete operational responsibilities including balancing cash, teller systems (TCR),
  vault, ATM, and branch transactions as needed.
- Process and review higher-risk or more complex client requests in accordance with policy, including stop payments, exceptions, and account maintenance activities.
- Support overall banking center operational integrity by identifying trends, exceptions, or risks and escalating as appropriate.
- Ensure daily security procedures and operational standards are followed consistently.
Sales and Business Development Leadership
- Lead by example in achieving individual sales goals while actively supporting banking center scorecard performance.
- Conduct advanced guided conversations to identify opportunities to deepen client
  relationships through deposits, lending, digital tools, and referrals.
- Open new consumer and business accounts and process loan applications with a high degree of accuracy and knowledge.
- Drive effective onboarding by ensuring clients are enrolled in appropriate digital banking services and completing required follow-up activities.
- Actively engage in teleconsulting activities, including outbound call blocks and call nights to support individual and team performance.
- Utilize CRM and sales tools to document activity, manage pipelines, and support incentive plan requirements.
- Partner with internal product specialists and refer clients to merchant services, treasury management, mortgage, and investment partners as appropriate.
Team Collaboration and Leadership
- Serve as a senior resource within the banking center, providing guidance and informal coaching to Client Relationship Representatives and Service Associates.
- Support execution of the sales management process through participation in huddles, meetings, coaching conversations, and skill development activities.
- Assist the Banking Center Manager with operational reviews, audits, branch balancing, and workflow optimization.
- Support associate problem resolution and procedural inquiries, reinforcing consistent service and sales standards.
- Senior Client Relationship Representatives will serve as Banking Center Mentors and
  support onboarding and development of new hires.
Risk Management and Compliance
- Ensure adherence to all regulatory, compliance, and information security requirements, including BSA, OFAC, CIP, EDD, and related reporting standards.
- Exercise sound judgment in identifying, escalating, and documenting risk-related
  concerns.
- Complete required training and maintain strong working knowledge of regulatory,
  operational, and product updates.

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

High school diploma or equivalent (GED).
A minimum of one (1) year of banking, sales, or related experience and a minimum of six (6) 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.
Ability to obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).

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!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

customer account specialist jobs in columbus

Senior Client Relationship Representative

Automotive BDC/Internet Sales Representative - Germain Automotive Partnership

Accounting Specialist

Collectors - Estate Care Specialist

AR/AP Specialist

CUSTOMER SERVICE SPECIALIST (GEN)

Financial Specialist

Program & Account Specialist

Benefits Specialist

Financial Specialist

TITLE MANAGEMENT SPECIALIST (ATE)

Scheduling Specialist (NJUS)

Digital Marketing Strategy Specialist

Project Outreach Specialist Senior-Staff

Payment Specialist

Transaction Specialist IV

TITLE MANAGEMENT SPECIALIST (ATN)

Business Office Specialist

Technical Support Specialist

Sales Support Analyst

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