Consumer Client Service Manager

First Merchants Corporation

5h•Onsite

About The Position

This role involves working with the Banking Center Manager to implement and lead sales tactics and strategies for the banking center, aiming to drive sales productivity and grow market share for deposits and loans. Key responsibilities include providing balanced feedback through monthly coaching sessions, assisting new and existing customers with electronic banking products via kiosks, deepening client relationships through cross-selling and partner referrals, and providing support on the teller line during peak times. The manager will also oversee all operational aspects of the banking center, ensuring successful results on the operational scorecard and timely resolution of deposit and loan exceptions. First Merchants is committed to being a meaningful place to work and positively impacting the communities it serves. Its vision is to enhance the financial wellness of diverse communities, and its mission is to be the most responsive, knowledgeable, and high-performing financial organization for clients, teammates, and shareholders. The company values a diverse team that is passionate about impacting lives and believes in the power of inclusion and belonging.

Requirements

High school diploma or equivalent (GED/HSE).
Over one (1) year of sales, management, banking, or related experience.
This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
Obtain Notary Public designation within six (6) 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 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 for the banking center to drive sales productivity while growing market share for deposits and loans.
Provide balanced feedback through ongoing informal and formal documented coaching sessions monthly as a part of the Sales Management Process.
Utilize the kiosk to provide education and help new and existing customers enroll in electronic banking products and services as needed.
Effectively utilize and mentor to the guided conversation to deepen client relationships and deliver the whole bank through cross selling and partner referrals to increase share of wallet.
Be the first person to provide assistance on the teller line during peak times or when needed to help reduce wait times and fill service gaps.
Manage all operational aspects of the banking center. Ensure successful results on the operational scorecard for the banking center.
Monitor and assist with the resolution of deposit and loan exceptions in a timely fashion to ensure compliance and improve the customer experience.