Top 13 Flexible transaction banker Jobs in Columbus

Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Relationship Banker
Ohio State Bank —Bexley, OH
- From $19 an hour
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
5d
Part-Time Personal Banker
Heartland Bank —Reynoldsburg, OH
- Part-time
- Bilingual
- Office
- Entry level
- Employee stock purchase plan
- Paid time off
2d
Customer Experience Banker - Easton, OH
Huntington Bank —Columbus, OH
- Part-time
- Military
- Office
- High school diploma or GED
3d
Customer Experience Banker - Pataskala, OH
Huntington Bank —Pataskala, OH
- Part-time
- Military
- Office
- High school diploma or GED
Resource Customer Experience Banker- Worthington Ohio Area
Huntington Bank —Worthington, OH
- Full-time
- Military
- Office
- High school diploma or GED
Customer Experience Banker Non NMLS
Huntington Bank —Columbus, OH
- Full-time
- Background check
- Military
- Office
Business Banking Relationship Manager II
Citizens Financial Group —Columbus, OH
- $150,000 - $180,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Commercial Banker-Government Banking-Vice President
JPMorganChase —Columbus, OH
- Full-time
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Treasury Sales Officer II - Global Commercial Banking - Middle Market
Bank of America —Columbus, OH
- $133,200 - $235,000 a year
- Full-time
- Bachelor of Science
- Writing skills
- Office
Director OR Managing Director, Public Finance, Affordable Housing
KeyBank National Association —Columbus, OH
- $165,000 - $345,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Travel
4d
FHA Sr. Underwriter – MAP (Commercial Real Estate)
KeyBank National Association —Columbus, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service

More jobs to discover

Find similar jobs that you might be interested in.

Member Service Representative III (Personal Banker - Sales)
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$23.50 - $26.50 an hour
Quick Apply
Relationship Banker
Telhio Credit Union —Columbus, OH
Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing…
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
Quick Apply
Relationship Banker
Ohio State Bank —Bexley, OH
Must have good telephone etiquette. Complete all duties and responsibilities in compliance with all state and federal laws and regulations in accordance with…
From $19 an hour
Quick Apply
5d

Show more jobs in cities nearby

I want to receive the latest job alert for flexible transaction banker in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

flexible transaction banker jobs near columbus

Customer Experience Specialist jobs in Columbus, OH

Director Of Finance jobs in Columbus, OH

Teller jobs in Columbus, OH

Bank Officer jobs in Columbus, OH

Vice President jobs in Columbus, OH

Commercial Real Estate Agent jobs in Columbus, OH

Client Relationship Manager jobs in Austin, TX

Citibank Personal Banker jobs in New York State

Relationship Banker jobs in Hudson, NY

Relationship Banker jobs in Troy, MI

Relationship Banker jobs in Fremont, CA

Relationship Banker jobs in Phoenix, AZ

Dealer Relationship Manager jobs in Georgia

No Experience Receptionist jobs in Chicago, IL

Customer Experience Specialist jobs in West Hollywood, CA

No Experience Paid Training jobs in Orlando, FL

Customer Experience Specialist jobs in North Carolina

Work From Home Customer Service jobs in Atlanta, GA

Medical No Experience jobs in Austin, TX

Customer Experience Specialist jobs in Wellsboro, PA

Client Relationship Representative (Universal Banker)

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

Financial sales
High school diploma or GED
Financial product expertise

Full Job Description

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will 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, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production 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 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.
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

flexible transaction banker jobs in columbus

Client Relationship Representative (Universal Banker)

Relationship Banker

Part-Time Personal Banker

Customer Experience Banker - Easton, OH

Customer Experience Banker - Pataskala, OH

Resource Customer Experience Banker- Worthington Ohio Area

Customer Experience Banker Non NMLS

Business Banking Relationship Manager II

Commercial Banker-Government Banking-Vice President

Treasury Sales Officer II - Global Commercial Banking - Middle Market

Director OR Managing Director, Public Finance, Affordable Housing

FHA Sr. Underwriter – MAP (Commercial Real Estate)

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for flexible transaction banker in columbus

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected