Talent.com
Manager, Sales Growth & Development - Licensed Banker / FA

Manager, Sales Growth & Development - Licensed Banker / FA

First Merchants BankFarmington, MI, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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!

    serp_jobs.job_alerts.create_a_job

    Sales Development Manager • Farmington, MI, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    IP Licensing Business Development Manager

    IP Licensing Business Development Manager

    VirtualVocationsWarren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Business Development Manager, IP Licensing, Global IPs.Key Responsibilities Support the BD team in identifying suitable IPs for game studios Build and maintain relatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
    • serp_jobs.job_card.promoted
    Affiliate Growth Manager

    Affiliate Growth Manager

    VirtualVocationsWarren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for an Affiliate & Ambassador Growth Manager to oversee and expand their affiliate programs and brand ambassador community. Key Responsibilities : Manage and optimize affiliate...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager, Sales Growth & Development - Licensed Banker / FA

    Manager, Sales Growth & Development - Licensed Banker / FA

    First Merchants BankFarmington Hills, MI, United States
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Retail Print Sales Supervisor

    Retail Print Sales Supervisor

    StaplesWhittaker, MI, US
    serp_jobs.job_card.full_time
    You will also be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. After applying, you may have the opportunity to schedule an in-person i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Non-QM Business Development Manager

    Non-QM Business Development Manager

    VirtualVocationsWarren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote TPO / Wholesale Business Non-QM Business Development Manager.Key Responsibilities Train and educate Account Executives on Non-QM products Meet with Brokers / Client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Growth Marketer

    Growth Marketer

    VirtualVocationsWarren, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Growth Marketer.Key Responsibilities Identify and prioritize high-impact levers in the client journey to improve acquisition funnel performance Launch and optimize con...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Sales Representative

    Remote Sales Representative

    Altig / AO Globe LifeAmherstburg, Ontario
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    If you’re passionate about making a difference and want to turn that passion into a fulfilling career, we want to hear from you. A Sales Representative plays a crucial role in driving business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Flexible Onboarding

    Drive with DoorDash - Flexible Onboarding

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Food Delivery Driver

    Food Delivery Driver

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Business Development Manager - North American Distribution Channels

    Senior Business Development Manager - North American Distribution Channels

    Regal Rexnord CorpWarren, MI, United States
    serp_jobs.job_card.full_time
    The Clutches & Brakes Division of the Industrial Powertrain Solutions (IPS) Segment is seeking a.Business Development Manager for our North American Distribution Channels.Responsibility for sales o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Medical Device Sales – Paid Internship

    Medical Device Sales – Paid Internship

    Medical Sales CollegeGrosse Ile, Michigan, US
    serp_jobs.job_card.internship
    Description Medical Device Sales - Paid Internship Looking for a rewarding and lucrative career in the medical sales industry? Our paid Internship may be the right path for you! Here are just some ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Growth Marketer

    Senior Growth Marketer

    VirtualVocationsDetroit, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Growth Marketer - Lifecycle & Automation to engage, nurture, and convert prospects through automated lifecycle journeys. Key Responsibilities Design and implement...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash

    Drive with DoorDash

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Food Delivery Driver (Dasher)

    Food Delivery Driver (Dasher)

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Sign Up in Minutes

    Drive with DoorDash - Sign Up in Minutes

    DoorDashWillis, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Start Earning Quickly

    Drive with DoorDash - Start Earning Quickly

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Choose your own hours

    Drive with DoorDash - Choose your own hours

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDashGrosse Ile, MI, United States
    serp_jobs.job_card.full_time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30