Consumer Client Service Manager

First Merchants Corporation•Fort Wayne, IN

About The Position

The Consumer Client Service Manager helps lead sales and service at a banking center in partnership with the Banking Center Manager. The role supports sales productivity and growth in deposit and loan market share, coaches team members, helps customers enroll in electronic banking, and deepens client relationships through cross-selling and referrals. It also provides teller-line assistance during peak periods and manages the banking center’s operational performance, including resolving deposit and loan exceptions in a timely manner.

Requirements

  • High school diploma or equivalent (GED/HSE).
  • More than one year of sales, management, banking, or related experience.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment; employees hired or transferring into the position must meet qualification requirements within three months of hire.
  • Obtain Notary Public designation within six months of employment.

Nice To Haves

  • Demonstrated ability to sell and cross-sell bank products and services.
  • Consumer lending experience.
  • Supervisory or lead experience in the banking industry.
  • Demonstrated ability to manage a sales team to achieve threshold activity levels and performance goals.
  • Bachelor’s degree.

Responsibilities

  • Work with the Banking Center Manager to implement and lead sales tactics and strategies that drive sales productivity and grow market share for deposits and loans.
  • Provide balanced feedback through ongoing informal and formal documented coaching sessions monthly as part of the Sales Management Process.
  • Use the kiosk to educate and help new and existing customers enroll in electronic banking products and services as needed.
  • Use and mentor others in guided conversations to deepen client relationships, cross-sell products and services, and make partner referrals to increase share of wallet.
  • Assist on the teller line during peak times or as needed to reduce wait times and fill service gaps.
  • Manage all operational aspects of the banking center and ensure successful results on its operational scorecard.
  • Monitor and assist with resolving deposit and loan exceptions promptly to ensure compliance and improve the customer experience.

Benefits

  • Base pay plus bonuses
  • Medical, dental, and vision insurance
  • 401(k)
  • Health Savings and Flexible Spending Accounts
  • Vacation and sick time
  • Paid holidays
  • Paid parental leave
  • Tuition reimbursement
  • Additional benefits
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