Talent.com
No longer accepting applications
Manager, Sales Growth & Development - Licensed Banker / FA

Manager, Sales Growth & Development - Licensed Banker / FA

First Merchants BankMunster, IN, United States
7 days ago
Job type
  • Full-time
Job description

Description

  • This position may be based out of any part of the First Merchants footprint - IN, OH, MI

First Merchants Bank is seeking a Manager, Sales Growth & Development - Licensed Banker / FA to join our team! This leadership role will be responsible for driving consistent execution of the delivery of securities and insurance products and services. It will collaborate with both the Consumer Bank and Investment Services leadership to lead sales performance and education for the Licensed Consumer Banker (LCB) Program, as well as drive Financial Advisor (FA) growth and productivity.

Essential Duties & Responsibilities :

  • Consistently coach Associate Financial Advisors' (AFA) and Financial Advisors' (FA) consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of clients or prospects and recommend the appropriate solutions to meet those needs.
  • Provide sales management direction, i.e., review strategy, best practices, training / coaching and production expectations to Licensed Consumer Bankers within First Merchants Bank to ensure performance levels are met.
  • Leading and managing a team : Supervising, training, and developing branch staff, including tellers, customer service representatives, and licensed bankers.
  • Driving sales and achieving financial targets : Developing and implementing strategies to increase branch profitability and revenue, meeting sales goals for financial products like loans and investment services and engaging in proactive customer outreach.
  • Developing and implementing strategies : Identifying new business opportunities, developing marketing campaigns, and strategically improving branch performance.
  • Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to Broker / Dealer reports and Consumer Bank scorecard reports.
  • Develop and maintain collaborative relationships with Consumer Bank leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.
  • Responsible for reporting, State / FINRA licensing, BC huddles, COMPS, employee development.
  • Concentration on growing relationships with FMIS and Consumer Bank, PWA and other FMB LOBs.
  • Facilitate educational updates and requirements for Licensed Consumer Bankers (LCB) utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure LCBs are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.
  • Ensuring customer service excellence : Maintaining high standards of customer service, addressing customer inquiries and complaints, and building strong relationships with clients.
  • Manage the licensing process for the LCB candidates in conjunction with the First Merchants Investment Services (FMIS) management team and the Broker / Dealer's Registration & Licensing Department.
  • Maintaining compliance with regulations and policies : Ensuring adherence to banking regulations, policies, and procedures, including those related to licensing and risk management.
  • Participate in new Licensed Consumer Banking onboarding to include licensed banker orientation and required coursework completion.
  • Maintains knowledge regarding Investment products distributed throughout the Consumer Bank channel.
  • Sales Management : Establish meaningful goals for the business and the Licensed Consumer Bankers (LCB), Associate Financial Advisors (AFA) and Financial Advisors (FA) through coaching and develop.
  • Provide training and development opportunities for Licensed Consumer Bankers (LCB), Associate Financial Advisors (AFA) and Financial Advisors (FA) to support them in their career progression.
  • Utilize frequent and varied communication methods to drive the results of the organization
  • Engaging in community relations : Representing the bank in the community and building relationships with local businesses and organizations.

    • To be successful in this position, we require the following :

  • High school diploma or equivalent (GED).
  • A minimum of five (5) years of brokerage and / or bank brokerage experience, including production and management experience.

    • The following would be a plus :

  • Bachelor's or master's degree in finance, accounting, management or a related field
  • Series 7, 66 (or 63 and 65) and 24 (or 8)
  • State Life, Accident and Health Insurance license
  • Certified Financial Planner (CFP) or other professional designation

    • 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 notice from the Department of Labor.

    Create a job alert for this search

    Sales Development Manager • Munster, IN, United States

    Related jobs
    • Promoted
    Business Development Manager

    Business Development Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Business Development Manager, Clinical Ancillary Management (REMOTE).Key Responsibilities Develop and implement a comprehensive business development strategy to drive s...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Sales Enablement Manager

    Senior Sales Enablement Manager

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Senior Sales Enablement Manager.Key Responsibilities Define and document the sales process, establishing clear expectations for each stage of the sales cycle Develop a...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Business Development Executive

    Senior Business Development Executive

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Senior Business Development Executive.Key Responsibilities Develop sales opportunities from initial discovery to closing in Banking, Financial Services, and Insurance s...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Development Account Manager

    Sales Development Account Manager

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Sales Development Account Manager to generate new sales opportunities and support business development efforts. Key Responsibilities Generate new sales opportunities thr...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Enablement Manager

    Sales Enablement Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Sales Enablement Manager to join their Marketing team.Key Responsibilities Engage with Sales & Marketing leaders to align enablement priorities with business objectives...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Director of Sales Productivity

    Senior Director of Sales Productivity

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Senior Director, Revenue Productivity and GTM AI Solutions.Key Responsibilities Build a systems and process-based sales strategy and roadmap to achieve company goals L...Show moreLast updated: 1 day ago
    • Promoted
    Growth Marketing Manager

    Growth Marketing Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Growth Marketing Manager to optimize inbound and outbound marketing channels that drive qualified pipeline. Key Responsibilities : Execute and optimize multi-channel dema...Show moreLast updated: 30+ days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Fifth Third BankEvergreen Park, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. A sales position responsible f...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Growth Product Manager

    Senior Growth Product Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Senior Growth Product Manager to lead data-driven growth experimentation and initiatives for a subscription streaming service focused on high school sports.Key Responsibi...Show moreLast updated: 14 days ago
    • Promoted
    Salesforce Development Manager

    Salesforce Development Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Salesforce Development Manager who will oversee the Salesforce development practice and manage a team of developers. Key Responsibilities Manage, mentor, and develop a t...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Sales Manager - Outbound

    Sales Manager - Outbound

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Sales Manager - SMB Outbound Sales (Remote).Key Responsibilities Lead, coach, and support a team of 10-15 Account Executives in outbound cold calling Drive daily outbo...Show moreLast updated: 18 hours ago
    • Promoted
    Valve Business Development Manager

    Valve Business Development Manager

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Business Development Manager for Valves.Key Responsibilities Serve as the technical sales expert for control valves, actuators, and valve automation systems Drive new ...Show moreLast updated: 1 day ago
    • Promoted
    Manager of Partnerships and Growth

    Manager of Partnerships and Growth

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Manager of Partnerships & Growth - Bill Pay.Key Responsibilities Drive expansion of the Bill Pay network through new biller acquisition and relationship management Neg...Show moreLast updated: 1 day ago
    • Promoted
    Sales Development Manager

    Sales Development Manager

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Manager, Sales Development to supervise a team of outbound Sales Development Representatives (SDRs) and drive revenue growth. Key Responsibilities Manage, mentor, and co...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Manager, Sales Enablement

    Senior Manager, Sales Enablement

    VirtualVocationsGary, Indiana, United States
    Full-time
    Manager, Technical Sales Enablement.Key Responsibilities Build the enablement function, including operating cadence, curriculum, and certification framework Lead the Sales Kickoff (SKO) by partn...Show moreLast updated: 10 hours ago
    • Promoted
    Senior Sales Manager

    Senior Sales Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Senior Sales Lead.Key Responsibilities Manage the execution and reporting for the parking port acquisition strategy in Japan Develop and implement scalable sales tacti...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Sales Manager - SMB

    Sales Manager - SMB

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Sales Manager - SMB Outbound Sales (Remote).Key Responsibilities Lead and coach a team of 10-15 Account Executives in outbound cold calling Drive daily outbound activi...Show moreLast updated: 18 hours ago
    • Promoted
    Business Development Manager, IP Licensing

    Business Development Manager, IP Licensing

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Business Development Manager, IP Licensing, China Market.Key Responsibilities Develop a network of top Chinese developers and build collaborations for licensing global ...Show moreLast updated: 2 days ago
    • Promoted
    Area Sales Manager I

    Area Sales Manager I

    Fifth Third BankNaperville, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of dutie...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Bilingual Business Development Director

    Bilingual Business Development Director

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Director of Business Development, Mandarin + English.Key Responsibilities Lead and manage a team of Executive Business Development Managers in the brand acquisition pro...Show moreLast updated: 8 hours ago