Top 57 Client services associate Jobs in Bloomfield Hills, Mi

Client Relationship Representative (Universal Banker)
First Merchants Bank —Farmington Hills, MI
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Inside Sales / Customer Service Representative
Metro Fluid Power —Clinton Township, MI
- $17 - $23 an hour
- Part-time
- Spanish
- Customer service
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Client Service & Operations Associate
Sanctuary Wealth Group LLC —Bloomfield Hills, MI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Associate/Registered Client Associate
Royal Bank of Canada —Bloomfield Hills, MI
- Full-time
- Research
- Office
- Bachelor's degree
Client Processing Representative
GRT Financial —Southfield, MI
- $16 a week
- Computer literacy
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
Quick Apply
Client Communication Specialist
Perry Johnson Mortgage —Troy, MI
- $45,155.82 - $60,359.70 a year
- 8 hour shift
- Office
- In-person
- 1 year
- Paid training
- Health savings account
Quick Apply
Client Services Associate
Waldron Private Wealth —Plymouth, MI
- Full-time
- Research
- Office
- Finance
Quick Apply
Client Onboarding Manager
SpotOn —Royal Oak, MI
- $77,900 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- 3 years
- Commuter assistance
- Paid parental leave
Quick Apply
Client Experience Associate
PNC Financial Services Group —Sterling Heights, MI
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
10d
Client Experience Coordinator
NBS Commercial Interiors —Troy, MI
- $47,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Basic math
- Continuing education credits
- Health savings account
Quick Apply
Client Service Associate - Employee Benefits
Hylant —Detroit, MI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Sales & Customer Service Associate
Massage Envy —Birmingham, MI
- $14 - $17 an hour
- Choose your own hours
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Client Services Associate
Foguth Financial Group —Plymouth, MI
- $40,000 - $55,000 a year
- Full-time
- Office
- Analysis skills
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
4d
Client Administration Associate, Retirement Plan Consulting
LoVasco Consulting Group —Detroit, MI
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
Associate Client Advocate
WTW —Detroit, MI
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
Client Service Representative - Novi, MI
Advisor Talent Solutions —Novi, MI
- $55,000 - $75,000 a year
- Monday to Friday
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Wealth Management Client Associate
Bank of America —Farmington Hills, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Experience Associate (Part-Time)
Spectacle Society —Detroit, MI
- $18 an hour
- Part-time
- Entry level
- Under 1 year
- Paid training
Quick Apply
Financial Client Experience Coordinator
Dahring | Cusmano and Associates —Novi, MI
- $60,000 - $72,000 a year
- Full-time
- Customer service
- Office
- Financial services
- Health insurance
- 401(k)
Quick Apply
Client Service Administrator Team Lead
SCHLAUPITZ MADHAVAN PC —Troy, MI
- Overtime
- Office
- Supervising experience
- Continuous improvement
- Health savings account
- Disability insurance
Quick Apply

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Client Relationship Representative (Universal Banker)

First Merchants Bank -
Farmington Hills, MI

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

client services associate jobs in bloomfield hills, mi

Client Relationship Representative (Universal Banker)

Inside Sales / Customer Service Representative

Client Service & Operations Associate

Client Associate/Registered Client Associate

Client Processing Representative

Client Communication Specialist

Client Services Associate

Client Onboarding Manager

Client Experience Associate

Client Experience Coordinator

Client Service Associate - Employee Benefits

Sales & Customer Service Associate

Client Services Associate

Client Administration Associate, Retirement Plan Consulting

Associate Client Advocate

Client Service Representative - Novi, MI

Wealth Management Client Associate

Client Experience Associate (Part-Time)

Financial Client Experience Coordinator

Client Service Administrator Team Lead

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