Talent.com
No se aceptan más aplicaciones
Manager, Sales Growth & Development - Licensed Banker / FA

Manager, Sales Growth & Development - Licensed Banker / FA

First Merchants BankMunster, IN, United States
Hace 7 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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.

    Crear una alerta de empleo para esta búsqueda

    Sales Development Manager • Munster, IN, United States

    Ofertas relacionadas
    • Oferta promocionada
    Manager, Business Development

    Manager, Business Development

    CADDiChicago, IL, US
    A tiempo completo
    At CADDi, we are scaling fast, and our Business Development team is the tip of the spear in our mission to unleash the potential of manufacturing. We are seeking a highly driven, hands-on Business D...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Senior Manager, eCommerce Growth & Ancillary Revenue

    Senior Manager, eCommerce Growth & Ancillary Revenue

    Ticketmaster (Live Nation Entertainment)Chicago, IL, US
    A tiempo completo
    Senior Manager, eCommerce Growth & Ancillary Revenue.Division : eCommerce Growth & Ancillary Revenue.Line Manager : VP, eCommerce Growth & Ancillary Revenue. The eCommerce Growth & Ancillary Revenue t...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Business Development Manager- Cloud

    Business Development Manager- Cloud

    ClifyXChicago, IL, US
    A tiempo completo
    Sales Support And Enablement (E0).Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Business Development Sales Manager

    Business Development Sales Manager

    Johnson MattheyChicago, IL, US
    A tiempo completo
    Business Development Sales Manager.World-changing careers, enabled by Johnson Matthey.With more than 200 years history, join us and help to accelerate the transition to net-zero! As a Business Deve...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Business Development / Account Manager

    Business Development / Account Manager

    IICRCElk Grove Village, IL, US
    A tiempo completo
    A growing Disaster Restoration and Cleaning Company in the Chicagoland area is seeking a self-motivated sales professional for an account manager position at our Elk Grove Village location.We are l...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Newborn Business Development Manager

    Newborn Business Development Manager

    United States Drug Testing Laboratories (USDTL)Des Plaines, IL, US
    A tiempo completo
    Are you looking to make a difference every day in a patient's life? At USDTL, you will find your career purpose-driven filled with passion, knowing you're impacting many lives.The drug epid...Mostrar másÚltima actualización: hace 5 días
    • Oferta promocionada
    Manager, Business Development

    Manager, Business Development

    BrazeChicago, IL, US
    A tiempo completo
    At Braze, we have found our people.We're a genuinely approachable, exceptionally kind, and intensely passionate crew.We seek to ignite that passion by setting high standards, championing teamwork, ...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    • Nueva oferta
    Senior Business Development Manager - Payments (FX) - Chicago

    Senior Business Development Manager - Payments (FX) - Chicago

    ConveraChicago, IL, US
    A tiempo completo
    Senior Business Development Manager - Payments (FX) - Chicago.As a global leader in commercial payments that powers international business by moving money with ease, Convera is seeking a Senior Bus...Mostrar másÚltima actualización: hace 3 horas
    • Oferta promocionada
    Senior Manager / Director, Sales Enablement & Operations

    Senior Manager / Director, Sales Enablement & Operations

    RoadrunnerDowners Grove, IL, US
    A tiempo completo
    We're looking for a data-driven, execution-focused Senior Manager or Director of Sales Enablement & Operations to elevate the performance of our commercial organization in the LTL transportation in...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Business Development Technical Sales

    Business Development Technical Sales

    AmtracorpChicago, IL, US
    A tiempo completo
    Global Business Development-Technical Sales.AMTRACO is a global holding company headquartered in Franksville, WI, that manages the shared services of HR, IT, and Finance for its operating units.The...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Manager, Business Development

    Manager, Business Development

    AsanaChicago, IL, US
    A tiempo completo
    Our sales team is focused on finding efficient paths to successful, profitable, long term customers by building a user-driven marketing and sales engine. To do so, we employ a bottom-up enterprise s...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Senior Manager / Director, Sales Enablement & Operations

    Senior Manager / Director, Sales Enablement & Operations

    Roadrunner FreightDowners Grove, IL, US
    A tiempo completo
    We're looking for a data-driven, execution-focused Senior Manager or Director of Sales Enablement & Operations to elevate the performance of our commercial organization in the LTL transportation in...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Area Sales Manager I

    Area Sales Manager I

    Fifth Third BancorpNaperville, IL, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Sales Development Account Manager

    Sales Development Account Manager

    Koch IndustriesLisle, IL, US
    A tiempo completo
    Sales Development Account Manager- Connectors.Molex is seeking a dynamic and proactive Account Manager that will have responsibility for building sales pipeline, developing strong relationships wit...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Senior Sales Relationship Manager

    Senior Sales Relationship Manager

    MarketAxessChicago, IL, US
    A tiempo completo
    Senior Sales Relationship Manager.MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully ele...Mostrar másÚltima actualización: hace 11 días
    • Oferta promocionada
    Business Development / Account Manager

    Business Development / Account Manager

    PuroCleanElk Grove Village, IL, US
    A tiempo completo
    A growing Disaster Restoration and Cleaning Company in the Chicagoland area is looking for an Account Manager for our Elk Grove Village location. We are seeking a self-motivated sales professional w...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Senior Manager, Business Development

    Senior Manager, Business Development

    EquinixChicago, IL, US
    A tiempo completo
    Senior Manager Of Business Development.Equinix is the world's digital infrastructure company, operating over 260 data centers across the globe. Digital leaders harness Equinix's trusted platform to ...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Senior Manager, eCommerce Growth & Ancillary Revenue

    Senior Manager, eCommerce Growth & Ancillary Revenue

    Live Nation EntertainmentChicago, IL, US
    A tiempo completo
    Senior Manager, eCommerce Growth & Ancillary Revenue.Division : eCommerce Growth & Ancillary Revenue.Line Manager : VP, eCommerce Growth & Ancillary Revenue. The eCommerce Growth & Ancillary Revenue t...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Lead Business Development Manager

    Lead Business Development Manager

    AT&TChicago, IL, US
    A tiempo completo
    Sales employees will concentrate on acquiring new business and conducting customer visits in the field.When not in the field, they are expected to collaborate with their team from their assigned of...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Director US Sales & Business Development Manager - Chicago, IL

    Director US Sales & Business Development Manager - Chicago, IL

    Archer Daniels MidlandChicago, IL, US
    A tiempo completo
    Director US Sales & Business Development Manager - Chicago, IL.Director US Sales & Business Development Manager - Chicago, IL. In this role, successful candidate will be responsible for expanding ou...Mostrar másÚltima actualización: hace más de 30 días