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69892729 247840561 Description First Merchants Bank is seeking a Customer ...
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Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience. As part of this role you will: Provide excellent customer service by: Responding to customer...
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69866524 247709077 Description Position Goals: Effectively manage and ...
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About the job:
develop Compliance Officers, Compliance Analysts and Compliance Specialists to excel in their fields. Assist the Chief Compliance Officer with managing the Compliance Program. Essential Duties and Responsibilities: Assist in maintaining the company's Compliance Management System (CMS) by serving as a compliance contact for Line One business units. Provide guidance, mentoring and oversight to Compliance Officers, Compliance Analysts and Compliance Specialists as they carry out their job responsibilities in support of the...
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69809212 247612587 Description Position Goals: Oversee and manage the Bank's ...
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Model Risk Management (MRM) program. Assist model developers, owners, users, Senior Management, and other stakeholders to implement and comply with the MRM policy and procedures, including those related to the development, implementation, use, validation, monitoring, and maintenance of models used throughout the bank. Essential Duties and Responsibilities: Ensure timely and accurate implementation of model validations, annual reviews, and ongoing monitoring. Conduct model validations and annual reviews as needed....
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69672954 247363123 Description Position Goals: Support the commercial sales ...
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About the job:
strategy, interface directly with clients and lines of business partners, and serve as a key contributor to the structure of commercial business. Essential Duties and Responsibilities: Prepare and provide analytics in support to the commercial sales team. Interface with client, gather credit and financial information. Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data. Prepare Opportunity Memos. Assist with completion of annual review and loan covenant/trigger testing....
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69672960 247363161 Description Position Goals: Solve business problems ...
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About the job:
through analysis and facilitation to achieve more efficient and effective operations. Responsible for eliciting the actual needs of the stakeholders, analyzing business requirements, identifying business opportunities, preparing documentation, and evaluating risk. Primary focus to support current and develop new processed for the Sales and Service functions of the line of business (LOB). Essential Duties and Responsibilities: Administer, analyze, and propose changes and improvements to Sales and Services variable...
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69619569 247262279 Description Position Goals: Execute on individual and ...
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About the job:
team sales metrics for the department to achieve the strategic and tactical goals of the company. Serve as a primary point of contact in the department for sales and services requests. Exceed personal production goals and deliver a meaningful client experience. Lead new account acquisition activities and participate in outbound calling activities to increase market share. Prospect, generate, process and close consumer loans. Support the management team in business banking activities. Essential Duties and...
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68852609 247172649 Description Position Goals: Provide support and ...
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About the job:
coordination of all fiduciary and adjacent tax responsibilities i.e., tax estimates, 1099s, real estate, etc. within FMPWA. Essential Duties and Responsibilities: Provide support for preparation and tracking of fiduciary tax returns, information reporting related to 1099s and retirement plans, estimates, and other related tax matters. Review transactions, asset coding and accounting system postings for tax impact and to ensure accuracy. Research corporate transactions to ensure correct accounting and reporting for tax purposes...
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68908050 247172861 Description **This position can be hybrid offering up to ...
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About the job:
two (2) days remote** Position Goals: Lead strategy, execution, and delivery of all First Merchants Private Wealth Administration (FMPWA) fiduciary tax related matters. Manage a support function and ensure process efficiency. Set the direction and ensure decisions are aligned with FMPWA strategic initiatives and growth plans. Build a sustainable foundation upon which FMPWA can ensure fiduciary tax obligations and planning opportunities are met and realized. Recommend and aid in the implementation of technological...
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69445607 246880813 Description Position Goals: Facilitate the achievement of ...
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About the job:
obtaining optimal business value (efficiency and effectiveness) out of the resources utilized by the treasury management and merchant processing group, including capital, technology and staff. Solve business problems through analysis and facilitation to achieve more efficient and effective operations. Responsible for eliciting the actual needs of the stakeholders, analyzing business requirements, identifying business opportunities, preparing documentation and evaluating risk. Essential Duties and Responsibilities:...
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69286236 246863374 Description Position Goals: Provide administrative ...
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About the job:
support to the commercial banking team by processing commercial loan requests. Responsible for providing high quality customer service to commercial banking clients by accurately and efficiently resolving customer requests while mitigating risk by following proper procedures. Serve as a partner to the commercial banking team by proactively dealing with portfolio management needs. Ensure all regulatory and compliance requirements are satisfied. Essential Duties and Responsibilities: Support the customer lending request...
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State: OH
Company Name: First Merchants Bank NA
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