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Manager, Sales Growth & Development - Licensed Banker / FA

Manager, Sales Growth & Development - Licensed Banker / FA

First Merchants BankLafayette, IN, US
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Job Description

Job 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!

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