Top 24 Client services associate Jobs in Dexter, Mi

Client Relationship Representative (Universal Banker)
First Merchants Bank —Ann Arbor, MI
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Wealth Management Client Associate
Bank of America —Ann Arbor, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
5d
Client Services Associate
Waldron Private Wealth —Plymouth, MI
- Full-time
- Research
- Office
- Finance
Quick Apply
Client Relations & Operations Associate
Principium Tactical Wealth Management —Brighton, MI
- $17 - $20 an hour
- Temporary
- Background check
- Social media management
- Office
- Professional development assistance
Quick Apply
12d
Wealth Management Operations - Client Service Associate
Plante Moran —Ann Arbor, MI
- $24.95 - $39.87 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Client Assistant
Robert W. Baird —Ann Arbor, MI
- Microsoft Excel
- Mid-level
- Office
Senior Client Relationship Associate - Financial Services
Great Lakes Wealth —Northville, MI
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Health savings account
- Paid holidays
Quick Apply
Client Service Associate
Raymond James Financial, Inc. —Novi, MI
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Client Account Associate (Accountant)
Supporting Strategies —Ann Arbor, MI
- $90,000 a year
- Remote
- 5 years
- Finance
- Bachelor's degree
- Work from home
12d
Client Service Associate (Plymouth, MI)
Oppenheimer & Co. Inc. —Plymouth, MI
- Full-time
- Organizational skills
- 1 year
- Entry level
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
5d
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
WorkForce Software, Senior Client Success Manager
ADP —Livonia, MI
- $86,600 - $161,600 a year
- Full-time
- Hybrid work
- Military
- Office
- 8 years
- Wellness program
- Disability insurance
Client Manager- Account Executive - Employee Benefits Middle Market- AA
Kapnick Insurance Group —Ann Arbor, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Paid holidays
Automotive Service Writer - Sales/Customer Service
Midas Auto & Tires - Southeast Michigan —Canton, MI
- $70,000 - $98,800 a year
- Full-time
- English
- Mid-level
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Inside Sales- Customer Service
Pivot + Edge —Novi, MI
- Full-time
- Hybrid work
- Oracle
- Microsoft Outlook
- Customer service

More jobs to discover

Find similar jobs that you might be interested in.

Wealth Management Client Associate
Bank of America —Ann Arbor, MI
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
5d
Wealth Management Operations - Client Service Associate
Plante Moran —Ann Arbor, MI
Self-review of tasks performed, including client deliverables. Assist in testing and roll out of system upgrades, system integration and new technology.
$24.95 - $39.87 an hour

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
Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in dexter, mi

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

client services associate jobs near dexter, mi

Client Associate jobs in Ann Arbor, MI

Client Services Associate jobs in Ann Arbor, MI

Client Services Associate jobs in Novi, MI

Account Executive jobs in Ann Arbor, MI

Client Success Manager jobs in Livonia, MI

Client Service Associate jobs in Chicago, IL

Client Associate jobs in Norfolk, VA

Client Associate jobs in Chicago, IL

Client Associate jobs in Newark, NJ

Client Associate jobs in Tennessee

Client Service Associate jobs in Dallas, TX

Regulatory Affairs Associate jobs in New Jersey

Communications Assistant jobs in New York, NY

Customer Assistant jobs in Chicago, IL

Customer Assistant jobs in Woodgreen, NC

Customer Assistant jobs in San Diego, CA

Night Shift Customer Service Representative jobs in Charlotte, NC

Photography Assistant jobs in Phoenix, AZ

Customer Assistant jobs in San Angelo, TX

Customer Service Manager jobs in Phoenix, AZ

Client Relationship Representative (Universal Banker)

First Merchants Bank -
Ann Arbor, 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 dexter, mi

Client Relationship Representative (Universal Banker)

Wealth Management Client Associate

Client Services Associate

Client Relations & Operations Associate

Wealth Management Operations - Client Service Associate

Client Assistant

Senior Client Relationship Associate - Financial Services

Client Service Associate

Client Account Associate (Accountant)

Client Service Associate (Plymouth, MI)

Financial Client Experience Coordinator

Client Service Representative - Novi, MI

WorkForce Software, Senior Client Success Manager

Client Manager- Account Executive - Employee Benefits Middle Market- AA

Automotive Service Writer - Sales/Customer Service

Inside Sales- Customer Service

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in dexter, mi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected