Top 15 Senior client services associate Jobs in Ohio

Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Manager Client Solutions Sr
Acosta —Cincinnati, OH
- $72,600 - $90,800 a year
- Full-time
- Microsoft Outlook
- Business development
- Bachelor's degree
Quick Apply
Sr Client Associate - Employee Benefits
Gallagher Benefit Services —Cleveland, OH
- $44,000 - $86,000 a year
- Basic math
- Mid-level
- Office
Sr. Client Success Manager - Media, Insights & Incentives (P3775)
84.51° —Cincinnati, OH
- $75,000 - $110,000 a year
- Office
- Business development
- Bachelor's degree
- Health savings account
- AD&D insurance
3d
Senior Client Solution Specialist
PNC Financial Services Group —Cincinnati, OH
- $41,250 - $68,750 a year
- Full-time
- Mid-level
- Office
- Associate's degree
- Wellness program
- Health savings account
Senior Client Partnerships Executive (P572)
84.51° —Cincinnati, OH
- $100,000 - $200,000 a year
- 5 years
- Bachelor of Science
- Office
- Health savings account
- AD&D insurance
8d
Senior Registered Client Service Associate
Morgan Stanley —Cincinnati, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Senior Client Service Associate
GRYPHON FINANCIAL PARTNERS LLC —Columbus, OH
- Full-time
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Commercial Lines Senior Associate Client Representative - Small Business
World Insurance Associates LLC —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Retirement plan
Quick Apply
Sr. Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Avon Lake, OH
- $36,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Disability insurance
10d
Private Client Project Manager, Senior Associate
JPMorganChase —Columbus, OH
- $85,500 - $125,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Tuition reimbursement
14d
Senior Client Accountant (CAAS)
Schroedel, Scullin & Bestic —Canfield, OH
- Full-time
- Mid-level
- 3 years
- QuickBooks
- Opportunities for advancement
Commercial Lines Senior Client Manager
World Insurance Associates LLC —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
Bachelor’s degree in Information Technology, Computer Science, or related field preferred. My role requires that I build strong customer relationships and…
Quick Apply
Senior Energetics Engineer
Battelle —West Jefferson, OH
The candidate should have a bachelors degree in a related field; minimum of 10 years of technical experience; or an equivalent combination of education and or…

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
Quick Apply
Commercial Lines Senior Associate Client Representative - Small Business
World Insurance Associates LLC —Columbus, OH
Must hold state Property & Casualty insurance license. Able to develop short- and long-term strategies that have high impact on client/prospects and the…
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for senior client services associate in ohio

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

senior client services associate jobs near ohio

Client Success Manager jobs in Cincinnati, OH

Client Associate jobs in Columbus, OH

Client Success Manager jobs in Wakefield, MA

Client Success Manager jobs in Germantown, TN

Client Success Manager jobs in Morristown, NJ

Student Success Coach jobs in Los Angeles, CA

Customer Success Specialist jobs in Houston, TX

Hotel Manager jobs in Philadelphia, PA

Client Success Manager jobs in Mississippi

Social Services jobs in Montgomery, AL

Senior Client Services Associate jobs in Florida

Senior Client Services Associate jobs in Dallas, TX

Wealth Management Associate jobs in Miami, FL

Senior Client Services Associate jobs in Boca Raton, FL

Oak Crest Village By Erickson Senior Living jobs in Parkville, MD

Senior Client Representative jobs in Detroit, MI

Senior Client Representative jobs in Louisville, KY

Senior Client Representative jobs in Remote

Call Center Representative jobs in Augusta, GA

State Street Senior Associate jobs in Boston, MA

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

senior client services associate jobs in ohio

Senior Client Relationship Representative

Manager Client Solutions Sr

Sr Client Associate - Employee Benefits

Sr. Client Success Manager - Media, Insights & Incentives (P3775)

Senior Client Solution Specialist

Senior Client Partnerships Executive (P572)

Senior Registered Client Service Associate

Senior Client Service Associate

Commercial Lines Senior Associate Client Representative - Small Business

Sr. Consumer Loan Specialist - Sales Customer Service

Private Client Project Manager, Senior Associate

Senior Client Accountant (CAAS)

Commercial Lines Senior Client Manager

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for senior client services associate in ohio

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected